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 is not updated. For the opportunity probability to update automatically, you must complete the stages in order.If you complete a stage and the opportunity probability is updated, and the final step in the stage is cleared, the opportunity probability remains the same value as when the stage is completed. It does not return to the previous value.

To change the current stage

  1. Click Sales Process tab from the Opportunity detail view. If the tab is not visible, click More Tabs. See More tabs.
  2. Select a stage in the Stages field. If prompted, click OK.

To complete a stage

  1. Click Sales Process tab from the Opportunity detail view. If the tab is not visible, click More Tabs.
  2. Click the Current Stage link next to the list. The Manage Stages window is displayed.
  3. Select the check box in the Completed column to identify the stage you require to complete, and close the window.
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