Move an Opportunity to the Next Stage in Salesforce Lightning Experience | Salesforce
Update your opportunity stage directly from its record or from the Opportunity Kanban view.
|Available in: Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To create opportunities:||“Create” on Opportunities|
|To view opportunities:||“View” on Opportunities|
These steps work in Lightning Experience
. If you see a navigation bar on the left side of your screen, you're in Lightning Experience. If you see a row of tabs across the top of the screen, you’re in Salesforce Classic.
From an open opportunity, select the new stage on the Sales Path and then click Mark as Current.
From an open opportunity, click Mark Stage as Complete.
From the Opportunity Kanban view, find the opportunity whose stage you want to update and drag its card to the next stage column.