Opportunity Stages

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.

Add An Opportunity Stage

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.

Click the Save button.