Opportunity Lifecycle

You can create an opportunity that can be worked on and reviewed.

The Opportunity lifecycle includes these states:

This page discusses:

Draft

The opportunity has been created but not yet assigned.

To Do

The opportunity has been assigned to at least one person.

In Work

The opportunity is active and can be worked on.

In Approval

The opportunity is under review.

Completed

The opportunity has been reviewed and is completed. When an opportunity is promoted to Completed, the system enters the current date as the actual finish date. (Entering the date may have triggered the promotion.)

Archived

The opportunity is obsolete and used as reference only. You cannot promote or demote an opportunity after it is archived.