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.

Note: 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 More Tabs.
Select a stage in the Stages field. 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 More Tabs.
Click the Current Stage link next to the list.
The Manage Stages window opens.
Select the check box in the Completed column to identify the stage you want to complete, and close the window.