Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Opportunitystages] lookup

he list of possible stages ofopportunityfor example, “Needs analysis”, “Negotiations”.  The lookup is used on the opportunity page.

Name

Name of the opportunity stage.

Number

The number is used to define the sequence of stages in the bank sales pipeline.

Description

In the description of the stage, you can specify when the opportunity must be transferred to the next stage.

Maximum probability

The maximum available value, in percent, that can be specified in the [Probability] field of the opportunity edit page to indicate the possibility of successful opportunity closure on the given stage.

Period for planning the next step, days

The maximum interval between activities scheduled for an opportunity on the given stage.

Final

Select this checkbox if the given stage is the last stage of the opportunity.

Successful

Select this checkbox for the final stages of the won opportunities. The field is non-editable if the [Final] checkbox is not selected.

Show in funnel

Select the checkbox to enable corresponding stage in the “Sales Pipeline” dashboard.

Show in progress bar

Select the checkbox to enable corresponding stage on the workflow bar of the opportunity page.

See also

Opportunity page

Opportunities FAQ

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