Changing stages of an opportunity

DMF 010204 PROSPECTING OPPORTUNITIES SEARCH

An opportunity pipeline contains different sales stages to manage the progress of each opportunity depending on the sales team's specific processes. Opportunities that have just been created are added to the first stage. To show opportunities are progressing, they must be moved from stages to stages. The sales person assigned to the opportunity has to specify information about the opportunity at each step.

Example

An opportunity is in the Product demo stage. The next stage is the Negotiation one. To move the opportunity to the negotiation stage, I must specify fields regarding the business proposal: the amount, the probability, the sales manager, and so on.

1 From the opportunity pipeline in Kanban view, drag and drop the opportunity card to the column of the stage desired.

Depending on the required fields set up for stages, a window opens to display the fields that must be specified to move to the new stage.

Reference

To define the required fields for each stage, refer to Defining required fields for opportunity stages.

2 Fill in the required fields to move to the new stage. If the opportunity goes through multiple stages at once, the required fields specific to each stage are gathered in the window.
3 Click on Save.

The opportunity stage is updated. The opportunity is displayed in the column of the relevant stage.

DMF 010202 PROSPECTING OPPORTUNITIES MODIFY
1 From the Kanban or Table view, click on > Modify from the relevant opportunity.
2 Click on to the right of the Stage field and select the desired stage from the list.

Depending on the required fields set up for stages, a window opens to display the fields that must be specified to move to the new stage.

Reference

To define the required fields for each stage, refer to Defining required fields for opportunity stages.

3 Fill in the required fields to move to the new stage. If the opportunity goes through multiple stages at once, the required fields specific to each stage are gathered in the window.
4 Click on Save.

The opportunity stage is updated.