Sales Stages & Stage Wording
Sales 'Stages' are fully customisable.
They can be set to mean what you want them to mean in other words, or worded as per your business terminology.
You
can also re-do the % weighting for each stage, which gets used in the
'weighted forecast', so a 'Proposal' stage may be set to 75%, thus a
£1000 sale at 'Proposal' stage has a weighted (ie. more realistic)
forecast of £750, not £1000.
To edit the Stage wording, go to:
Setup
Modules and Templates
Opportunities
Then click the cog icon as below and select Stage Probability Mapping and edit the wording.
NOTE:
This will not update existing data, you will need to do mass updates in order to do that. I would advise the following process:
- checking how many opportunities are in each stage you want to change/remove before you do so, then
- add the new stages and probabilities to the opportunity, then
- mass update old stage records to the new stages then
- remove old stages
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