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Stage Management
Enable Stage Management

Enable Stage Management

To create stage definitions for your business processes, enable the Stage Management setting.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance Cloud, Life Sciences Cloud, and Manufacturing Cloud. View edition availability.
User Permissions Needed
To configure stage management: Stage Management Design User
To enable stage management for users: Stage Management User

To start working with Stage Management, enable it in Setup.

  1. From Setup, in the Quick Find box, enter Stage Management, and then select Stage Management.
  2. Turn on Stage Management.
 
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Salesforce Help | Article