Updating Sales Process Stages
You can update the stages in a Sales Process. You can complete a stage even if you have not completed all of the stage steps. You can also change the current stage.
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If you skip a stage, the opportunity probability will not be updated. For the opportunity probability to update automatically, you must complete the stages in order. |
To change the current stage
- From the Opportunity Detail view, click the Sales Process tab. If the tab is not visible, click the More Tabs tab.
- Click the drop-down arrow next to the Stages box, and then select a stage from the list. If prompted, click OK.
To complete a stage
- From the Opportunity Detail view, click the Sales Process tab. If the tab is not visible, click the More Tabs tab.
- Click the Current Stage link next to the drop-down box.
The Manage Stages dialog box opens.
- Select the check box in the Completed column to identify the stage you want to complete, and then close the dialog box.
