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

Publiseringsdato: Apr 3, 2026
Beskrivelse

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.'

 

Løsning

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-artikkelnummer

000382648

 
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Salesforce Help | Article