-
How do you change the opportunity stage in Salesforce lightning?
How do you change the opportunity stage in Salesforce lightning?
-
2 Replies
-
- 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'
-
<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.
Log In to reply.
Popular Salesforce Blogs
What is the Pardot Engagement Studio in Salesforce in 2023?
Pardot Engagement Studio is a powerful marketing automation tool designed to help businesses nurture leads and customers through targeted, personalized campaigns. With Engagement Studio, marketers…
A Machine Learning Approach to Deduping Salesforce
When we look at all of the Salesforce deduplication apps on the AppExchange, they all have one thing in common: they are all rule-based. Basically,…
How Salesforce Uses Process Street on Effective Client Boarding
Client onboarding means introducing clients to your company or business. These days, consumers expect from businesses more than just a product or service. They’re in…
Popular Salesforce Videos
Salesforce Consent Management
Consent Management: Track Customer Consent and Honor Opt-Out Requests. Track your customers' approval for how your company interacts with them. To help you assess your…
How To Send Email Using Apex | Apex Salesforce Tutorial
This tutorial will show how you can send emails using Apex. The following points will be covered - 1. Introduction Take a look at the…
Slack and Salesforce integration for Sales
Learn how you can extend your Salesforce investment to boost productivity and simplify collaboration across sales teams. See how teams can instantly get notified of…
