Add Opportunity Stages

Written by Reina Gallion

Last published at: October 1st, 2019

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 the name of the new stage and click SaveContinue adding stages until all desired stages have been added.

    Examples

    • Identify
    • Engage
    • Cultivate 
    • Solicit
    • Stewardship
    • Permanent Stewardship