How do I Create Sales Stage while Creating an Opportunity?

Updated on November 7, 2017 10:16PM by Admin

Opportunities App allows you to select sales stage while creating opportunity. It also allows you to create new opportunity by using "Add New" option. That is you can customize the sales stage as per your requirement. Lets quickly go through the steps.

Steps to Create Sales Stage

  1. Log in and access Opportunities app from your universal navigation menu bar.
  2. Click on “Create ” button from left navigation panel.
  3. You can view “Sales Stage” field in “Opportunity Information” as shown in the image below:
  4. Click on “Sales Stage” field to view “Add New” option from drop down.
  5. Enter “Name”,”Parent Stage” and “Description” to create new sales stage.
  6. Click on "Create" button to create sales stage.
  7. You can view the created sales stage as shown in the image below:
  8. You can also view the created sales stage through Opportunity App->Settings->Sales stages.

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