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1. From CRM module, click Statuses. Statuses screen will appear.

2. To add Status, go to the next available row or click Insert button.

3. Provide *Status, Description, Icon, Font Color, Back Color. (Status should be unique)

4. Check Is Opportunity Status or/and Default Opportunity Status.

5. Click Save button to save the status.

 

*user can add multiple Status as long as the Status is unique.

 

*text - denotes required field to create Status

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