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Opportunity Stage: How to edit stages

  • February 28, 2023
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DJMcBride
Semi-Pro I
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Where can I modify / add “Opporunity Stages”?

Best answer by Kandy Beatty

HI @dougmcbride79 

You can modify Stages based on the Opportunity Class

 

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Doug McBride

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    Kandy Beatty
    Captain II
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    HI @dougmcbride79 

    You can modify Stages based on the Opportunity Class

     

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    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      DJMcBride
      Semi-Pro I
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      • DJMcBride
      • Author
      • Semi-Pro I
      • March 1, 2023

      Thank you.  I appreciate your taking time to help me.  

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      Doug McBride
        Kandy Beatty
        Captain II
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        Thank you.  I appreciate your taking time to help me.  

        You are welcome! Happy to help! 😁

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        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
        Varsity I
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        @Kandy Beatty  We recently used a Business Accounts and Settings only snapshot to a new tenant. The customer’s Stages data did not come over in the snapshot - do you know if there is an issue with Business Accounts and Settings snapshots that do not include copying over all of their modified stages?

         

        Thank you.

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