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Opportunity from converted Lead defaults to a 'Closed Won' stage

Veröffentlichungsdatum: Apr 3, 2026
Beschreibung

The default value on Opportunity from a converted Lead always defaults to 'Closed Won.' This happens if the first picklist value in Opportunity 'Stage' picklist is 'Closed Won.'

 

Lösung

Reorder the 'Stage' picklist

  1. Navigate to the Stage field

In Salesforce Classic: Set Up | Customize | Opportunities | Fields | Stage
In Lightning Experience: Gear icon | Setup | Object Manager | Opportunity | Fields & Relationships | Stage
 
  1. Scroll down to the 'Opportunity Stages Picklist Values' section.
  2. Click the Reorder button.
  3. Move Closed Won to the bottom of the list.
  4. Click on Save.


Note:

Ideally 'Prospecting' would be the first value in the 'Stage' picklist.



 

Zusätzliche Ressourcen

See also:
Edit or delete Opportunity Stage names

Nummer des Knowledge-Artikels

000382648

 
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Salesforce Help | Article