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Custom Statuses

Custom Statuses

Owned by Alom Hussain (Unlicensed)
Last updated: Aug 15, 2024 by Funmilola Adesewa Olorode
4 min read

Statuses

Statuses allows you to add custom statuses to your Accelerate system. This makes it easier to keep track of the progress of each opportunity. Having opportunity statuses allows you to optimise the use of  Actions.

Opportunity Status

Accelerate comes with 7 Opportunity Statuses as standard, these are: New, Contacted, Pitched, Demoed, Negotiating, Closed Lost and Closed Won.

Once you start customising your statuses you will replace all the standard Accelerate ones.

To get started, navigate to 'Settings' on the menu tab and click on 'Workflow Settings'

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Scroll to the 'Opportunity Statuses' section. 

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As you can see we currently have 9 existing statuses. To add a new status click the 'Add Opportunity Status' button found on the bottom right.

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Once in this screen you can edit your status appropriately. The 'Accelerate Status' dropdown allows you to choose which status you wish to replace.

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The description box is what will appear as your status, so what you put in here is exactly what you'll see as you go through your process. 

Note that once this has been set, it cannot be changed, so double check before you hit Save!

Expand to view the field options and their explanations:

The Ordinal box is what you use to assign the order in which the statuses follow. 0 being the beginning higher numbers being the end. We would recommend setting these values as multiples of 10 - just incase you want to add a status later on that will fit between the ones you originally made!

The Accelerate Status drop down is to assign your custom status to one of the generic Accelerate statuses. This helps everyone involved to understand the new statuses (including the Accelerate system).

The Certainty Factor box is where you assign the percentage of certainty to this status. i.e how likely the deal is to progress from this point. This is essential if you want to use status-weighted pipeline reporting. If you don't want to use that, don't worry about filling this field in.

Lastly, you can set the background and foreground colours you want records of this status to be displayed in. You can fill in any colour using hexadecimal RGB notation: Web colors  or just click on one of our suggested quick colours. Note that the colours you choose for your statuses will be used for all users in your organisation: this is so that each screen is consistent - red means the same thing regardless of who's logged in.

Once you have filled in the necessary information, press the save button.

Proposal Status

In order to add a proposal status, you just need to go through the same process as before.

navigate to 'Settings' on the menu tab and click on 'Workflow Settings'

scroll to the ‘Proposal Statuses' section and click on 'Add Proposal Status’

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Fill in the details and simply click on ‘Save’.

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Your proposal status indicates what level the proposal is at. Accelerate will provide you with a dropdown list of statuses that you can choose from then you add the description for it, for example for Accelerate status 10: New you might write 'Just a Quote' and 'Submitted to Sales Team'.

Order Status

Settings > Workflow Settings > Order Status > Add Order Status > Fill in the details > Save

Order status is a similar feature that is used to set the status of your orders.

Relationship Status

Settings > Workflow Settings > Relationship Status > Add Relationship Status > Fill in the details > Save

Order status is a similar feature that is used to set the status of your Relationships.

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