Opportunity Stages and Statuses

If you are setting up a ConnectWise sales board, but don't see any stages available to map to columns, it could be that ConnectWise sales stages are not set up in your ConnectWise database.

The lifecycle for ConnectWise opportunities is managed by changes to the opportunity stage field. This is different than the lifecycle of tickets, which are managed by their status field. As if this wasn't confusing enough, opportunities also have a status field, but it tracks a different concept than the status field of tickets. The opportunity status field tracks the final result of the opportunity- such as inactive, won, or lost.

ConnectWise documentation for sales stages is here: https://docs.connectwise.com/ConnectWise_Documentation/090/020/120/130
Their examples of stages are: qualified lead, solution identified, proposal presented, etc. These naturally map to columns in a kanban board.

Documentation for sales statuses is here: https://docs.connectwise.com/ConnectWise_Documentation/090/020/120/050
The default statuses in ConnectWise are Default, Inactive, Closed, Won, Lost. These do not naturally map to columns in a kanban board.

If you have been managing opportunity lifecycles with the status field and not the stage field, don't fret- you're not the first company to do this. To use opportunities in ConnectWise you'll need to change your practices, but it doesn't need to be difficult. We recommend:

  • Review the CW documentation about opportunity stages
  • Review the opportunity stage setup tables. Add, update, and remove stages so that the stages match your processes. For example, you might have one stage for each kanban board column you want to use. Or you might make a stage for every status you've been using.
  • Depending on how many opportunities you have, go through your existing opportunities and set their stage field appropriately. Or if there are too many opportunities, then ignore the existing ones and just start setting the stage field on new opportunities.
  • Let your team members know that opportunity stages are the field to use.
  • 1 Users Found This Useful
Was this answer helpful?

Related Articles

Trouble Updating Autotask Task with Allocation Code

If an Autotask project task does not have a work type assigned, and you try to update the task's...

Trouble Syncing with ConnectWise

TopLeft fetches lots of data from ConnectWise Manage, but sometimes things don't work as planned....

Cards Don't Appear on Board

You may find that a card you expect to see in a certain column is missing. There can be a few...

Sync Tickets by ConnectWise Board

In order to get the latest data from ConnectWise, TopLeft performs regular ticket syncs. In some...

ConnectWise Boards Do Not Appear in TopLeft

If you notice that a ConnectWise board is not present in TopLeft, review the possible causes...