Add Opportunity Stages

Once Opportunity Types are built you can add additional stages. Remember that when creating the Opportunity Type you created the first stage. To add additional stages:

  1. From the Opportunities page, click List Types in the left-side menu. 
  2. Next to the applicable Opportunity Type, click Add Stage. 
  3. Give the stage a Name and click Save.
  4. Continue adding stages until all desired stages are added.
  5. If you need to edit the stage sort order or delete a stage, click the Opportunity Type ID.
    • Click delete next to the stage that needs to be removed. 
    • Or click Edit in the left-side menu and enter the number(s) in the sort order column as the stages should appear. 
    • Then click Save.

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