The [Opportunity stages] lookup
he list of possible stages o opportunity, for 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 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
