Add picklist values to the Stage field to allow advisors to track open client opportunities.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
From Setup, enter Opportunities in the Quick Find box, then select Fields.
Create picklist values for Assessment Needed, Develop Proposal, Client Presentation, and Initiate Transfer.
From Opportunity Stages Picklist Values, click New.
Give the stage a name.
Enter the probability that the stage represents.
We recommend these percentages:
- Assessment Needed—25
- Develop Proposal—50
- Client Presentation—75
- Initiate Transfer—90
Select Sales Processes:
- Opportunity Process
- Wallet Share
- Other values (optional)
Save your changes.