This is the initial phase of the sales opportunity process after the transaction has been successfully saved on the first attempt. During this phase, user can still update / revise the information since the fields remain editable aside from the transaction ID (Sales Opportunity ID), and Workflow Type. After the user verifies all the information is correct, he can proceed to submit it for approval (if there’s an approval process) or post the transaction (if there’s no approval process) or void the transaction.
This is an optional status of the sales opportunity process if the workflow requires an approval. During this phase, the fields are non-editable, and users are awaiting approval or rejection of the transaction.
This is one of the final phases of the sales opportunity process where transaction considers as invalid. During this phase, all the fields in Main Tab are non-editable. This status is only accessible if the transaction does not reach the posted state.
This is one of the final processes of the sales opportunity. During this phase, the different stages of sales negotiation process completed and has been won.
This is one of the final processes of the sales opportunity. During this phase, the different stages of sales negotiation process completed and has been lost
This is one of the final processes of the sales opportunity. During this phase, posting has occurred, but the company opted to withdraw. Additionally, this is considered as valid transaction unlike Void.