Create opportunity stages

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create sales cycle stages for an opportunity.

    Before you begin

    Role required: sales_ops_specialist

    Procedure

    1. Navigate to All > Opportunity Management > Opportunity Stages.
    2. Select New to create an opportunity stage or select an existing opportunity stage to make changes.
    3. Fill in the fields in the Opportunity Stage form.
      Table 1. Opportunity Stage form
      Fields Descriptions
      Name Name of the opportunity stage. For example, Qualify or Develop or Propose or Negotiate.
      Order Number of orders that is in the opportunity stage.
      Type Type of the opportunity stages. For example, Open or Closed.
      Active When the checkbox is selected, the opportunity stage is active.
    4. Select Submit.
      The sales cycle stage has now been created for the opportunity.