Sales Opportunities ⛭

The Sales Opportunity Configuration Document lets you add/delete/view Sales Opportunity Stages. For more information on Sales Opportunities see Sales Opportunities.

To configure Sales Opportunities, from the Explorer click Setup > Configuration this displays the Configuration page.

Then Click 'Sales Opportunity', this displays the Sales Opportunity Configuration Document (as shown below).

The Sales Opportunity Configuration Document shows the current list of Opportunity Stages. To Create a new Stage simply click on 'New Opportunity Stage'. This displays a new Stage Document, as shown below.

The new Stage will now be available in the Sales Opportunities 'Opportunity Stage' drop-down list when creating a new Sales Opportunity.