Add Opportunity Stage Picklist Values for Financial Services

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

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

From Setup, open Object Manager, open Opportunity, then select Fields & Relationships.
Select Stage.
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.
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.

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