How to Check Opportunity’s Status in CRM

Overview:

This article provides a guide on how to check the status of an opportunity in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Select the view that you need. To do this, click the drop-down and choose from the options (Example: Choose All Opportunities to view all opportunities).

7. Locate the Opportunity you want to check by using the filter by keyword bar or filtering by the Subject category.

8. Review the matching results displayed in the list.

9. Check the Status column to view the current status of the opportunity.

10. The status can be one of the following:

    • Open – The opportunity is still active and in progress.

    • Won – The opportunity has been successfully closed.

    • Lost – The opportunity was not secured.