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Actualice su posible contrato a medida que se acerque al cierre. La información precisa de la etapa es importante para realizar previsiones, crear informes y alcanzar finalmente su cuota.
| Disponible en: Lightning Experience y Salesforce Classic |
Disponible en: todas las ediciones para organizaciones creadas antes de Summer ’09 Disponible en: Essentials Edition, Group Edition, Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition y Developer Edition para organizaciones creadas en Summer '09 y posteriores |
| Permisos de usuario necesarios | |
|---|---|
| Para crear oportunidades: | Crear en Oportunidades |
| Para ver oportunidades: | Ver en Oportunidades |
En Lightning Experience, mueva una oportunidad a la siguiente etapa realizando cualquiera de estas acciones.
En Salesforce Classic, modifique la oportunidad y seleccione la nueva etapa en el campo Etapa.
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