Topic: Setup > Configuration

The Sales Opportunity Configuration Document lets you add/delete/view Sales Opportunity Stages. For more information on Sales Opportunities see Working with Sales Opportunities.

To configure Sales Opportunities, from the Explorer click Setup->Configuration. This displays the Configuration page. Then Click 'Sales Opportunity', this displays the Sales Opportunity Configuration Document (below).

Configuring Sales Opportunity Stages

The Sales Opportunity Configuration Document shows the current list of Opportunity Stages. To Create a new Stage simply click on 'New Opportunity Stage'. This displays a new Stage Document shown below.

A new Opportunity Stage

The new Stage will now be available in the Sales Opportunities' Opportunity Stage drop-down. For more information on Sales Opportunities and Opportunity Stages see Working with Sales Opportunities.

Related tasks and information

Working with Sales Opportunities