Associate a sales cycle with the opportunity stage

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

    • Link one or multiple opportunity stages with a sales cycle.

    Before you begin

    Role required: sales_ops_specialist

    Procedure

    1. Navigate to All > Opportunity Management > Sales Cycle Types.
    2. Select an existing sales cycle type to make changes.
    3. On the Sales Cycle Stages related list, select Edit.
    4. Select and move one or multiple opportunity stages from Collection on the left to Sales Cycle Stages List on the right.
    5. Select Save.
      The sales cycle and opportunity stages have been associated.