Navigation | Opportunity Stages

Navigation

Menu > Admin > System Setup > Contact Management > Opportunity Stages

Opportunity stages allow you to create a sales funnel through which you can 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 the in Revenue Forecasts.

Opportunity Stages

To add a new stage, click .

Stage - Enter a descriptive name for this opportunity stage.

Display Order - Enter a number for the display order of the stage.  The display order controls the order of the sales pipeline.

Default Probability - Enter the percent probability for this stage. If zero, the probability set on the opportunity will be used and not update 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 stages default probability when put into this stage.