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How to progress or regress an opportunity

After you record opportunities you can either progress the record to the next sales stage or regress it to the previous stage. To perform either action, select the opportunity record that you would like to change. 

Then click on Progress Stage’ or Regress Stage’ to move the opportunity

Go to the next topic How to Close and Manage Opportunities to find out how to close and reactivate an opportunity. 

Updated on 20 July 2023

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