Maintain a sales opportunity: change stage & status

Whenever something happens on an opportunity – a call, a meeting, a quote sent, an order placed – you document it through the New status action in the Actions sidebar of the detail manager. Each activity lands in the opportunity’s timeline, the stage moves forward in the funnel, and probability and current value update. This way you later read not just where an opportunity stands today, but also how it got there.

Opening the „New status” action

Open the opportunity by clicking its row in the Sales opportunities or My sales opportunities list. In the left sidebar of the detail manager, at the bottom, is the Actions section – there you choose New status. The dialog has the header Activity and runs through five steps.

The five steps of the dialog

Step 1 – Status of the sales opportunity*. This is where the activity is recorded as a CRM activity. The mandatory fields are Keyword* (a short description such as “Quote sent” or “Presentation on site”), Contact type* (preselected Other) and Date*. Optionally you set Staff member, Time and the Initiated by customer toggle if the customer took the initiative.

Step 2 – Details. A longer Note as rich text and a File attachment field. This is where anything that does not fit in the keyword goes – call notes, objection handling, internally relevant details.

Step 3 – Status. The heart of the stage change. You set:

• Priority – a sorting value for the list; preselected - Please select -.
• CRM status – the lifecycle status of the opportunity. Preselected Open; here you switch to Ordered, Rejected, Junk data, No initial contact, Dormant or On hold once the opportunity has reached that point.
• Completion date and Time, plus the Pending flag if the activity is not yet finished.
• Revenue start and Date of order – the two dates that later tell you in the analysis when money is expected.
• Sales stage* – the new stage in the funnel. Mandatory.
• Probability – changes automatically with the stage; override it here if you rate it differently.
• Sales priority – an assessment on the scale very low, low, medium, high, very high.
• Target value and Current value – in Automatic mode teamspace works out target value × probability; both values can also be set manually.

Step 4 – Recurrence. For activities that happen regularly (maintenance quotes, recurring enquiries).

Step 5 – Associations. The activity is automatically associated with the contact and the sales opportunity – shown as pills at the end of the dialog.

With Save you close the dialog. The activity appears in the opportunity’s timeline, the stage moves in the funnel, and probability and current value update.

⚠ Important: If you set the CRM status to Ordered, the opportunity counts as won – it drops out of the active pipeline filter. If you set it to Ordered by mistake, you reopen it through a second New status activity by setting the status back to Open.

Keep stage and status cleanly apart

Do not confuse the Sales stage (where in the funnel) with the CRM status (whether the opportunity is alive). An opportunity in 3 Presentation with status Open is active; the same stage with status Ordered is won and stays in that stage. The model behind it is explained in Understanding the sales funnel, stage & CRM status.

Warning for prolonged inactivity

When nothing happens on one of your opportunities for a while, teamspace flags it – you see at a glance where a sales opportunity is stalling. The thresholds for this are set by an admin globally in the configuration, not per member of staff: under CRM → Settings, in the General section (verified live 2026-06-25), there are two text fields, each as a number of days:

• Notice for long-untouched sales opportunities: after how many days without activity an opportunity is flagged as “stalled for a long time”.
• Warning for very long-untouched sales opportunities: after how many days the sharper warning applies.

The flag works in a similar way to the contact warnings in the sales opportunities overview.

My sales opportunities – your own list

Through the My sales opportunities tile in the Bookmarks area you see every opportunity where you are recorded as the Account manager – without having to filter out your colleagues’ records. The columns and sidebar are identical to the full list; the Statistics of filtered values accordingly shows only your figures. How to read these lists is described in Analyse sales opportunities.

Common questions & needs

Related topics

• Analyse sales opportunities Sales opportunities How-to
• Create a sales opportunity Sales opportunities How-to
• Activities and follow-ups CRM How-to
• CRM software with sales management