Create opportunity stages

Create sales cycle stages for an opportunity.

Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

Procedure

1. Navigate to All > Opportunity Management > Opportunity Stages.

2. Select New to create an opportunity stage or select an existing opportunity stage to make changes.

3. Fill in the fields in the Opportunity Stage form.

   Fields	Descriptions
   Name	Name of the opportunity stage. For example, Qualify or Develop or Propose or Negotiate.
   Order	Number of orders that is in the opportunity stage.
   Type	Type of the opportunity stages. For example, Open or Closed.
   Active	When the checkbox is selected, the opportunity stage is active.

4. Select Submit.

   The sales cycle stage has now been created for the opportunity.

Related topics

Using Opportunity Management

Opportunity Management