Progress an Opportunity to the Next Stage
Progress an Opportunity to the Next Stage
Opportunity Stages describe the high-level steps within your sales process. Update your deal as it moves closer to closing. Accurate stage information is important for forecasting, reporting, and meeting targets.
- From the View screen of the Opportunity, click on the Update button.
- Select the new stage.
- Click on Save.
Each time the stage is updated, the system will map the new stage to the corresponding Opportunity Status, based on the Opp. Stage Configuration
