How to Set State for a Sales Opportunity?

To set a state for an sales opportunity:

  1. In the left Navigational Column, click Sales Opportunities tab.

  2. In the Sales Opportunities page, under the Search Sales Opportunities section, all the existing sales opportunities are listed.

    Set Stage for Sales Opportunity

    Note: It is mandatory to set a state while creating a new opportunity.

  3. To set a different state for an existing sales opportunity, under the State column, select a state from the drop-down menu.

    Set Stage for Sales Opportunity

    The state of the sales opportunity is changed to the one you selected from the State drop-down.

Sales Opportunities

Creating Sales Opportunities

Viewing Sales Opportunities

Settings

Frequently Asked Questions