How to define opportunity stages

Contents

Go to the Opportunities module and click ‘Define Stages’ in the top right corner.

Edit or delete default stages

Click the edit icon to change the default stage names. Alternatively, use the red icon to delete any stages.

Click ‘Add New Stage’.

Enter a name for the stage and click ‘Save’.

Repeat the process to add new stages and select ‘Close’ once you finish.

Updated on 13 March 2023