Opportunity Status: Web or Database View?

While you can save an opportunity's status on the General tab of its proposal record in the database view, we recommend you manage its changes under Status on its record in the web view instead. When you do, you can:

  • Quickly see how long it’s been in its current status.

  • Scroll through its solicitation process history.

  • View and manage a full list of its previous statuses.

If you instead track an opportunity's status changes in the database view:

  • You can manage only the current status.

  • You can't view how long the opportunity's had its current status.

  • It may take at least 15 minutes for updates in the database view to appear in the web view.