Set up opportunity stages
Set up opportunity stages in the Opportunity stages lookup. You can configure the following features:
- the general list of all available opportunity stages
- whether to display the stage in the sales pipeline
- stage sequence in the sales pipeline
The setup procedure is as follows:
-
Click
to open the System Designer. -
Go to the “System setup” block → Lookups.
-
Open the “Opportunities” lookup folder → Opportunity stages lookup.
-
Edit the stage settings according to your business goals. You can use the editable list or click
to open the stage page. View the detailed descriptions of stage settings in the table below.Name
Description
Number
Define the sequence of stages in the sales pipeline. The column is hidden out of the box. You can add it manually. Learn more: Set up columns.
Description
Elaborate when to transfer the opportunity to the next stage. The column is hidden out of the box. You can add it manually. You can add it manually. Learn more: Set up columns.
Final
Select the checkbox if the stage is the last stage of the opportunity.
Successful
Select the checkbox for final stages of won opportunities. The field is non-editable if the Final checkbox is cleared.
Show in funnel
Select the checkbox to display the stage in the Sales Pipeline dashboard. Learn more: Sales pipeline.
Show in progress bar
Select the checkbox to display the stage in the progress bar on the opportunity page. The column is hidden out of the box. You can add it manually. Learn more: Set up columns.