Opportunity Stages

When working with opportunities, you can use the Stage field to track how the opportunity progresses through the sales process. Common stages are: Lead, Interested an Proposal. You can configure different opportunity stages for the different types of opportunities (Event Sales, Membership, etc.).

Add an Opportunity Stage

1. Click the Opportunity Stage link for the appropriate designation (Event Sales, Membership, etc.) from the Main Menu. The Opportunity Stages page opens.
2. Click the Add button. The Add Stage window opens.
3. Enter the following information:
   • Description - Name of the stage.
   • Display Seq - Numeric value to determine the order the stage displays in the drop-down. 
   • Text Color - Text color when the stage displays in drop-downs and screens throughout software.
   • Background Color - Background color when the stage displays in drop-downs and screens throughout the software.
   • Status - Only active stages are available for selection in the Stage drop-down.
4. Click OK.

Change an Opportunity Stage

You can change the information for a stage after you have created it. When you change the information for a stage, it updates wherever the stage is used. If you don't want to update the already existing stage data, then you must add a new stage using the steps in Add an Opportunity Stage.

1. Click the Opportunity Stage link for the appropriate designation (Event Sales, Membership, etc.) from the Main Menu. The Opportunity Stages page opens.
2. Select the stage to edit.
3. Right-click and select Edit. The Edit Stage window opens.
4. Update the information.
5. Click OK.

Inactivate an Opportunity Stage

If you no longer use a stage but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a stage inactive, it is no longer available for selection in the Stage drop-down.

1. Click the Opportunity Stage link for the appropriate designation (Event Sales, Membership, etc.) from the Main Menu. The Opportunity Stages page opens.
2. Select the stage to make inactive.
3. Right-click and select Edit. The Edit Stage window opens.
4. Select Inactive from the Status drop-down.
5. Click OK.

Delete an Opportunity Stage

If you no longer use a stage and don't want to keep a record of it, you can delete it. When you delete a stage that is used, you receive a prompt to select a stage to replace the stage you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Opportunity Stage link for the appropriate designation (Event Sales, Membership, etc.) from the Main Menu. The Opportunity Stages page opens.
2. Right-click on the stage to delete.
3. Select Mark for Delete.
4. Click the Save button. If the stage is used, the Replace window opens.
5. Select the stage from the drop-down to replace the deleted stage.
6. Click OK.