Add Opportunity Stages

Opportunity Stages reflect where the opportunity is in its life-cycle.

  1. Select Opportunities from the Home page.
  2. Click List Types.
  3. Click Add Stage for the desired opportunity type.
  4. Enter a Name and click Save.
    • Example Opportunity Stages: 
      • Identify
      • Engage
      • Cultivate 
      • Solicit
      • Stewardship
      • Permanent Stewardship

Continue adding stages until all desired stages are added.

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