Configuring Sales Opportunities |
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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
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