Contact management: Opportunity stages [in-depth guide]

Guide contents: Navigation | Opportunity stages

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Menu > Admin > System setup > Contact management > Opportunity stages

Opportunity stages allow you to create a sales funnel to track your different opportunities and determine which state in the sales process they are currently at.

NOTE: The probability percentage plays a key role in some calculations, like in revenue forecasts.

Opportunity stages

To add a new stage, click .

Stage - Enter a descriptive name for this opportunity stage.

Display order - once the stage is created, the display order is based upon the order seen on the screen. drag/drop the stage to the correct location

Default probability - Enter the percent probability for this stage. If zero, the probability set on the opportunity will be used and not updated when changed to this stage.

Display on dashboard - This determines if opportunities in this stage will show on the Sales dashboard.

Use default probability - Forces the probability on the opportunity to change to this stage's default probability when put into this stage.