Opportunity Stage

The Opportunity Stage screen allows you to create and organize your Opportunity stages workflow. Each stage also includes a Close Probability percentage to help forecast earnings projections based on the Opportunities in your pipeline.

How to Add an Opportunity Stage

1.  Navigate to Settings and click on "Opportunity Stage" from the available choices under the Customization menu. The "Create New Opportunity Stage" Screen will be displayed. 
2. In the field titled "Opportunity Stage Name", enter the name and click Save. 
3. The new Opportunity Stage will appear on the existing list as the last choice on the list.

How to Edit an Opportunity Stage

1. Click on the Opportunity Stage you want to edit. The "Edit Opportunity Stage" screen will be displayed. 
2. Make the required changes and then click the Save button.

How to Delete an Opportunity Stage

1.  Click the Delete icon displayed to the far right of the Opportunity Stage name.