Setting opportunity stages
Change the default opportunity stages according to the business process in your company. Add new stages to the standard ones or change their order.
The default opportunity stages offered within the CRM module are initial contact, suspect, application of initial fit criteria, need assessment, qualified prospect, proposal, negotiations, closure/transaction, and unsuccessfully closed. Their detailed description can be found on the Opportunity Stages page of the Settings tab. You can edit the default opportunity stages by changing their title, description, success probability in percent, and stage type, or delete them all and add your own stages. See the instructions below.
Changing opportunity stage settings
To add a new opportunity stage, follow the steps below:
- Sign in to your portal using your login details.
- Click the CRM link on the start page.
- Click the Settings option in the left-side panel, then select the Other settings section and click the Opportunity Stages item.
- Click New Stage.
- A window will open with the form you need to complete. Select a color from the palette by clicking the Change Color link. Enter a title for the new opportunity stage, as well as its description. Set its success probability in percent. Select a stage type from the available ones: open, successfully closed, unsuccessfully closed. Depending on the selected stage type, a corresponding mark will be added to opportunities at this stage.
- Click Save.
The newly created opportunity stage will be added to the list. Here you can change the order of existing stages by dragging them according to their success probability, for example.
Additional Information
Editing or deleting an opportunity stage
To edit or delete an opportunity stage, click the Settings option, then select the Other settings section and click the Opportunity Stages item, find the stage you need, click the 
icon next to it, and select the Edit Stage or Delete Stage option.
Bear in mind that you can edit or delete an opportunity stage only if there are no opportunities at this stage yet. Once an opportunity reaches the stage, you will not be able to edit or delete it.
Changing the stage of an opportunity
Click the Opportunities option within the CRM module, then find and click the opportunity you need in the list to open it. Next to the Opportunity at Stage caption, you will see its current stage. You can change it by clicking the arrow next to the currently selected stage and selecting another one from the list.
Viewing all opportunities at a specific stage
For this purpose, click the Opportunities option in the left-side panel within the CRM module, click the plus icon in the filter bar, select the Stage option, and then select the stage you need. After that, all the opportunities at the selected stage will be shown in the list.