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            Move an Opportunity to the Next Stage

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            Move an Opportunity to the Next Stage

            Update your deal as it moves closer to closing. Accurate stage information is important for forecasting, reporting, and ultimately meeting your quota.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic

            Available in: all editions for orgs created before Summer ’09

            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later
            User Permissions Needed
            To create opportunities: Create on Opportunities
            To view opportunities: View on Opportunities

            In Lightning Experience, move an opportunity to the next stage by taking any of these actions.

            • From an open opportunity, select the new stage on the Sales Path and then click Mark as Current, or click Mark Stage as Complete
            • From the Opportunity Kanban view, find the opportunity whose stage you want to update and drag its card to the next stage column.

            In Salesforce Classic, edit the opportunity and select the new stage in the Stage field.

            See Also

             
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