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

Publiceringsdatum: Apr 3, 2026
Beskrivning

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.'

 

Lösning

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.



 

Ytterligare resurser

See also:
Edit or delete Opportunity Stage names

Knowledge-artikelnummer

000382648

 
Laddar
Salesforce Help | Article