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    Setup an Opportunity Stage

    Setting up Opportunity Stages for Sales Lead Management in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Sales Lead Management > Opportunity Stage in RMS.
    2. Select 'Add'.
    3. Enter the Opportunity Stage Code.
    4. Enter an Opportunity Stage Description.
    5. Select a Display Order.
    6. Choose the Associated Opportunity Types.
    7. Optional: Select if this stage is a 'Closed' stage.
    8. Save/Exit.

    Visual Guide

    Go to Setup > Sales Lead Management > Opportunity Stage in RMS.

    Select 'Add' to create a new Opportunity Stage.

    Enter the Opportunity Stage Code.

    Enter an Opportunity Stage Description.

    Select a Display Order.

    Choose the Associated Opportunity Types.

    Optional: Select if this stage is a Closed Stage for the Opportunity.

    Select 'Save/Exit' to create the Opportunity Stage and return to the main setup screen.


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