You can use the Sales Cycle Stages window to set up the different stages within each opportunity sales cycle.

To set up sales cycle stages

  1. In the Search box, enter Sales Cycles, and then choose the related link.

  2. Select the opportunity sales cycle for which you want to set up stages.

  3. On the Navigate tab, in the Sales Cycle group, choose Stages. The Sales Cycle Stages window opens.

  4. On the Home tab, in the New group, choose New. Enter a new stage in the sales cycle.

Repeat these steps to set up as many stages as you want within the sales cycle.

Tip

See Also