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Stage Management
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            Set Up Stage Transitions

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            Set Up Stage Transitions

            Specify the criteria and conditions to facilitate the transition between the business process stages. Use stage transition to configure stage movement from one stage to another. For example, to configure the stage management for customer onboarding, define the stage transition to move from the Application Intake stage to the Risk Screening stage.

            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
            1. In the stage management console, to add a stage transition for the source stage, click + Add Stage Transition.
            2. In Transition To, select the target stage.
            3. Click Add.

              Add stage transitions for all stages to create a stage transition plan for your business process.

             
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            Salesforce Help | Article