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Opportunity Stage: How to edit stages

  • 28 February 2023
  • 4 replies
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Where can I modify / add “Opporunity Stages”?

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Best answer by Kandy Beatty 28 February 2023, 19:24

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Userlevel 7
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HI @dougmcbride79 

You can modify Stages based on the Opportunity Class

 

Userlevel 6
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Thank you.  I appreciate your taking time to help me.  

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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.

Userlevel 7
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Thank you.  I appreciate your taking time to help me.  

You are welcome! Happy to help! 😁

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