Quick summary
Opportunity Stages in Salesforce define the key steps in your sales pipeline, helping teams track deal progress and forecast revenue accurately. This demo walks you through the exact steps to create a new stage using the Object Manager in Salesforce Advanced Setup.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- Select Object Manager at the top of the Setup page.
- In Object Manager, scroll down and select Opportunity.
- Choose Fields & Relationships from the left-hand menu.
- Scroll down and click Stage to open the Opportunity Stage settings.
- Scroll down to Opportunity Stage Picklist Values and click New.
- Fill in all the required details, then click Save to create the new stage.
