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Changing the Status of a Deal

Easily update the status of your sales opportunities in Pest AI, keeping your pipeline current and focused.

1. Click on "Opportunities".

1 Click on "Opportunities".

2. Select the specific opportunity you want to modify.

2 Once that's done, click on "test".

3. Here, you can view the current status of the opportunity.

3 Click here.

4. click here to change opportunity status to open, lost, won and abandon

4 After that, click on "Open".

5. Click on "Update", Save the changes made.

5 Click on "Update".

6. Click here to close the window

6 Then, click on the element.

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Changing the Status of a Deal | Pest AI