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Deal Statuses

View a description of each Deal Status value to understand how to use this field.

Deal Statuses

These are the values available for Deal Status:

Deal StatusDescription
NewDeal is new and no actions have been taken.

A staff person has communicated with this constituent about the deal.

Use activities to track these communications. Learn more on Trailhead.

On Hold

The deal is not ready for conversion yet.

An admin can add more Deal Status values if your team wants to track different stages of the deal. Learn how to Add or Edit Picklist Values.

Ready for ConvertThe deal is ready to convert into an order.
AcceptedThe deal is won; the constituent has accepted the deal.
DeclinedThe deal is lost; the constituent has declined the deal.
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