An Opportunity is a chance for a company to market or sell goods or services, which emerges when their product or service satisfies the demands of a certain market better than their competition. When you create a new Opportunity, you are given the option to add Additional Information, such as a Stage (Initial Communication, Needs Assessment, Negotiation, etc.), which represents the current status you may select at any given time to organize an Opportunity. You can manage these Stages in the Configuration section.
1. Add Stages
New Opportunity Stages can be created to reflect additional steps in your sales process. Follow the steps below to add one.
Steps:
From the Configuration menu, select Opportunity Stages under the Opportunities heading.
Click New +.
Enter a Description for the Stage, and click Save when you are ready.
2. Arrange Stages
The order in which Stages appear can be customized to reflect your company's sales process. Follow the steps below to rearrange them as needed.
Steps:
From the Configuration menu, select Opportunity Stages under the Opportunities heading.
Click the three-dot icon.
Click and drag the Stage to the desired spot. It will be saved automatically.
3. Edit, Deactivate or Delete Stages
If a Stage needs to be updated, is no longer in use, or was created by mistake, follow the steps below to edit, deactivate, or delete it.
Steps:
From the Configuration menu, select Opportunity Stages under the Opportunities heading.
Locate the Stage you wish to edit, delete or deactivate. Then click the Tools icon.
TO EDIT:
2.1. Select Edit.
2.2. Here, you can change the description and then click Save.
TO DELETE:
2.3. Select Delete. If the Stage was used, the option will be greyed out.
TO DEACTIVATE:
2.4. Select Edit. Uncheck the Active box, then click Save. You can revert this at any time.
