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Opportunity Stage: How to edit stages

  • February 28, 2023
  • 4 replies
  • 322 views
dougmcbride79
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

 

Kandy Beatty
iqraharrison

4 replies

Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • Answer
  • February 28, 2023

HI @dougmcbride79 

You can modify Stages based on the Opportunity Class

 

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*.
aaghaei
jinin
Chris Hackett
dougmcbride79
Semi-Pro I
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  • dougmcbride79
  • Author
  • Semi-Pro I
  • March 1, 2023

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

Kandy Beatty
Chris Hackett
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • March 1, 2023

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

You are welcome! Happy to help! 😁

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*.
G
Jr Varsity III
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  • gbrazelton14
  • Jr Varsity III
  • April 25, 2024

@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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