Edit or Delete Opportunity Stage Names in Salesforce

In the Opportunity Object Manager, it is possible to edit the Opportunity Stages for the Type, Probability, or Forecast Category.  It is not possible to change the Stage Name itself.  A new Opportunity Stage name must be created and used to replace the old name as directed in the steps below.  

Add or change an Opportunity stage in Salesforce Classic

1. Navigate to Setup
2. Under 'Build', select Customize | Opportunity | Fields
3. Click the 'Stage' field
4. Click 'New' to add a new stage. Click 'Edit' next to the stage to change the probability or type of forecast category
5. For new Opportunity stage values, select the Sales Process to be associated
   • This option is only present if the organization has multiple Sales Processes (available in Enterprise Edition and above)
6. Click 'Save'

Add or change an Opportunity stage in Lightning Experience

1. Navigate to Setup
2. Select Object Manager | Opportunity | Fields & Relationships
3. Click the 'Stage' field name.
4. Click 'New' to add a new stage under Opportunity Stage Picklist Values. Click 'Edit' next to the stage to change the probability or type of forecast category
5. For new Opportunity stage values, select the Sales Process to be associated
   • This option is only present if the organization has multiple Sales Processes (available in Enterprise Edition and above)
6. Click 'Save'

To replace (update) an existing Opportunity Stage value with the new one you have created, select the 'Replace' button. Enter the existing Stage name in the 'Exact Value Changing From' field and then choose the new value created in the 'Select Value Changing To' picklist. This will replace all existing values on your Opportunity records with the new picklist value. 

Delete an opportunity stage in Salesforce Classic

1. Navigate to Setup
2. Under 'Build' click Customize | Opportunity | Fields
3. Click on the 'Stage' field name
4. Click 'Del' next to the pick list value
5. Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with. If an opportunity stage is deleted and is not replaced with an existing value, it will be moved to the list of inactive stages
    

Delete an opportunity stage in Lightning Experience

1. Navigate to Setup
2. Click Object Manager | Opportunity | Fields & Relationships
3. Click the 'Stage' field name.
4. Click 'Del' next to the pick list value.
5. Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with. If an opportunity stage is deleted and is not replaced with an existing value, it will be moved to the list of inactive stages.

NOTE: The updated Stage value will not get updated on the historical Stage Value, it will remain as it is, as historical value and cannot be changed. When adding a new value to an opportunity stage, add it to sales process to make it visible in the sales process and on the Stage field.

NOTE: If you add new value to opportunity stage, you must also add it to sales process or it won't be visible on the record page in the picklist field drop down options.