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Planview Customer Success Center

How to set Status Field values in Opportunities/Candidates?

Where to find the field values for the Opportunity/Candidate Status field?


The Opportunity/Candidate status values can be found in Changepoint Administration under User Interface, Sales Methodology/Candidate status setup.

If workflow is used:

Edit the workflow and change the state names and this will adjust the statuses in the opportunity:
1. Navigate to the Gear Icon and click it.
2. Then navigate to Workflow > Workflow Definitions
3. Select the “Default” opportunity workflow, then click on the “State Workflow Layout”
4. Edit the state.