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Opportunity Stage: How to edit stages

  • February 28, 2023
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dougmcbride79
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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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Kandy Beatty
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  • 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*.
Manikanta Dhulipudi
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  • March 1, 2023

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

Kandy Beatty
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dougmcbride79 wrote:

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*.
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  • gbrazelton14
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  • 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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