Create a sales cycle for an opportunity

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

    • Create a sales cycle type for an opportunity.

    Before you begin

    Role required: sales_ops_specialist

    Procedure

    1. Navigate to All > Opportunity Management > Sales Cycle Types.
    2. Select New to start a new sales cycle type or select an existing sales cycle type to make changes.
    3. Fill in the fields in the Sales Cycle Type form.
      Table 1. Sales Cycle Type form
      Fields Descriptions
      Code Type of sales cycle. For example, NEW RENEW or NEWCUST or UPSELL.
      Short Description More information about the new opportunity sales cycle.
      Active When the checkbox is selected, the sales cycle is active.
    4. Select Submit.
      The sales cycle type has been created for the opportunity.

    What to do next

    Add sales cycle stages to your opportunity. To learn more, see Create opportunity stages.