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Update your deal as it moves closer to closing. Accurate stage information is important for forecasting, reporting, and ultimately meeting your quota.
| Available in: Lightning Experience and Salesforce Classic |
Available in: all editions for orgs created before Summer ’09 Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later |
| User Permissions Needed | |
|---|---|
| To create opportunities: | Create on Opportunities |
| To view opportunities: | View on Opportunities |
In Lightning Experience, move an opportunity to the next stage by taking any of these actions.
In Salesforce Classic, edit the opportunity and select the new stage in the Stage field.
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