You can move an opportunity to the next stage, for example, if you want to skip one or several stages in the sales cycle the opportunity follows.
You can move an opportunity to the next stage from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for contacts, campaigns, or salespeople. The following procedure shows how to move an opportunity to the next stage from the Salesperson/Purchaser Card.
To move an opportunity to the next stage
In the Search box, enter Salespeople, and then choose the related link.
Select the salesperson responsible for the opportunity.
On the Navigate tab, in the Salesperson group, choose Opportunities, and then choose List.
On the Opportunity List window, on the Actions tab, in the Functions group, chose Update. The Update Opportunity wizard opens.
In the first window of the wizard, select the option Next, and choose the Next button.
If you want to move the opportunity to a further stage, select the Skip option. Within a sales cycle, only the stages for which skip has been allowed in the Sales Cycles Stages table can be skipped.
In the second window of the wizard, select the new sales cycle stage you want to move the opportunity to.
Fill in the other windows of the wizard to specify new information about the opportunity.
The Date, Estimated Value (LCY), Chance of Success (%), and Estimated Closing Date fields are required and must be filled in before you choose the Next or Finish button.
After you have entered all the necessary information, choose the Finish button.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |