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Using opportunity classifications
Using opportunity classifications

Configuring, using, and reporting on opportunity classifications - e.g. new, renewal, up-sell

Written by Raymond Carrel
Updated over a week ago

It can be useful to use opportunity classifications in as part of your opportunity process.

This refers to the nature of the potential sell, not to be confused with the opportunity type (e.g. mobile, fixed).

Example classifications

We suggest the following classifications:

For lead records...

New: New services or products.

For customer records...

Additional: Services or products being sold in addition to existing services or products in the customer record.

Renewal: Renewal of existing services within the customer record. This would not be applicable to lead records as it concerns renewals.

Up-selling: New services or products sold to an existing customer as part of an up-sell.

Classifications can be configured from Settings - Opportunity Classifications.

The Customers and Leads columns will determine the availability of the classification for each record type.

Creating a new classification

Click New Classification on the left side to open the window.

  • Enabled: Only enabled classifications will be usable.

  • Name: Name of your opportunity classification.

  • Description: This will be visible for all users.

  • Display: Specify for which record type or types the classification should appear.

  • Default: Specify whether or not this classification should be selected as the default when creating an opportunity within each record type. Please note that there can be only one default classification for customer records and one for lead records.

When creating a new opportunity, you'll see the Classification dropdown with any default value.

Work stacks

Opportunity work stacks will allow you to filter on this field.


Sales order reports will also include this value under the Opportunity Classification header.

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