Updating Sales Process Stages

You can update the stages in a Sales Process. You can complete a stage even if you have not completed all of the stage steps. You can also change the current stage.

If you skip a stage, the opportunity probability will not be updated. For the opportunity probability to update automatically, you must complete the stages in order.

To change the current stage

From the Opportunity Detail view, click the Sales Process tab. If the tab is not visible, click the More Tabs tab.
Click the drop-down arrow next to the Stages box, and then select a stage from the list. If prompted, click OK.

To complete a stage

From the Opportunity Detail view, click the Sales Process tab. If the tab is not visible, click the More Tabs tab.
Click the Current Stage link next to the drop-down box.

The Manage Stages dialog box opens.

Select the check box in the Completed column to identify the stage you want to complete, and then close the dialog box.