Automatic Gain Status

With the new KundenMeister version, sales opportunities that are in selected phases can automatically be set to 'Won'.

For an opportunity to be finally 'won', you always had to set the phase as well as the status itself to 'won'. In order to spare you the double entry, you can now use the new KundenMeister version to define all phases in which the status is automatically set to 'Won'.

To define the relevant opportunity phases, click Master Data - Sales - Opportunities - Phases
Opportunities and select the checkbox 'Set Opportunity to Won' for all desired phases.