Loading
Get Ready to Use Financial Services Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Values to the Opportunity Stage Picklist

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Managed Package Installation Guide

            Add Values to the Opportunity Stage Picklist

            To help users track their open client opportunities, add picklist values to the Stage field.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, open Opportunity, then select Fields & Relationships.
            2. Select Stage.
            3. Create opportunity stage picklist values that suit your business process. We suggest Assessment Needed, Develop Proposal, Client Presentation, and Initiate Transfer.
              1. From Opportunity Stages Picklist Values, click New.
              2. Name the stage.
              3. Enter the probability that the stage represents.
                We suggest these percentages: Assessment Needed—25, Develop Proposal—50, Client Presentation—75, and Initiate Transfer—90.
              4. Save your changes.
            4. Configure the sales processes.
              1. From Setup, enter Sales Processes in the Quick Find box, and then select Sales Processes.
              2. Click Opportunity Process.
              3. Remove any existing values from Selected Values and add the stages created above.
              4. Save your changes.
              5. Repeat these steps for Wallet Share.
             
            Loading
            Salesforce Help | Article