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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.
- From the Explorer click Setup→Configuration.
- From the pane on the right, select the green ‘Sales Opportunity‘.
- The document titled ‘Sales Opportunity Configuration’ will open (shown below).
- To create a new stage click on ‘New Opportunity Stage‘.
- Fill in the relevant information – name, description and probability. (shown below)
- Click ‘Save‘.
The new Stage will now be available in the ‘Opportunity Stage‘ drop-down list when creating a new Sales Opportunity.