Configuring Opportunity Stages

As end users work through their OpportunityPipeline, they can change the Opportunity Stage. Pipeline Management provides a number of Opportunity Stages by default. New, Qualifying, Engaging, Negotiating, and Closing are examples of Opportunity Stages. System Administrators can revise the list available to your organization. You can add, reorder, split, merge, and delete stages. Deleting any stage involves merging it with another Stage.

Changes to the default items here impact ALL Opportunities in the system: open, closed, and future. Because some Power BI reports use Stages, changes here will also change the data used in Pipeline Management reports.

To Add a New Stage:

1. Click on the Settings tab.
2. Under Pipeline Management, select Stages.
3. Click Add Item.

4. Enter a name for the new Stage.

   Stage names must be unique. The names for stages are limited to 50 characters. They can contain special characters.

5. Do one of the following as needed:
   1. To disable (hide) the item, unmark the check box next to it.
   2. To enable (unhide) an Outcome Reason, mark the check box.
6. Save your changes.

To Reorder the List of Stages:

1. Click on the Settings tab.
2. Under Pipeline Management, select Stages.
3. Drag an item to the appropriate place in the sequence. You can grab any line/item by clicking on the handle next to it and then moving the stage up or down to a new location. The top-to-bottom order is the (left to right) sequence of the stages in opportunities.
4. Save your changes. The new sequence is implemented in all Opportunities.

To Edit a Stage:

1. Click on the Settings tab.
2. Under Pipeline Management, select Stages.
3. Edit the Stage label as needed.
4. Do one of the following as needed:
   1. To disable (hide) the item, unmark the check box next to it.
   2. To enable (unhide) an Outcome Reason, mark the check box.
   3. To delete the item, click the Delete button .
5. Save your changes.