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