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

Julkaisupäivä: Apr 3, 2026
Kuvaus

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.'

 

Ratkaisu

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.



 

Knowledge-artikkelin numero

000382648

 
Ladataan
Salesforce Help | Article