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How do you change the opportunity stage in Salesforce lightning?
How do you change the opportunity stage in Salesforce lightning?
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2 Replies
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- Navigate to Setup
- Click Object Manager | Opportunity | Fields & Relationships
- Click the 'Stage' field name.
- Click 'New' to add a new stage under Opportunity Stage Picklist Values. Click 'Edit' next to the stage to change the probability or type of forecast category
- For new Opportunity stage values, select the Sales Process to be associated
- This option is only present if the organization has multiple Sales Processes (available in Enterprise Edition and above)
- Click 'Save'
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<div>Follow these steps to change the opportunity stage:</div>Go to SetUp -> Click on Object Manager -> Click on Opportunity -> Field & Relationships -> Click on the field name "Stage".
Click 'New' to add a new stage under Opportunity Stage Picklist Values. Click 'Edit' next to the stage to change the probability or type of forecast category. For new Opportunity stage values, select the Sales Process to be associated. Click on Save.
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