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Configuring Sales Opportunities

The Sales Opportunity Configuration Document lets you add/delete/view Sales Opportunity Stages. Also see Working with Sales Opportunities.

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Sales Opportunity‘.
  3. The document titled ‘Sales Opportunity Configuration’ will open (shown below).

Configuring Sales Opportunity Stages

Configuring Sales Opportunity Stages

  1. To create a new stage click on ‘New Opportunity Stage‘.
  2. Fill in the relevant information – name, description and probability. (shown below)
  3. Click ‘Save‘.

A new Opportunity Stage

A new Opportunity Stage

The new Stage will now be available in the ‘Opportunity Stage‘ drop-down list when creating a new Sales Opportunity.

Also Read About

Working with Sales Opportunities