If you need to use different Stage names or percentages for Opportunities, you can edit them in the Admin section.

After reading this article, you will know how to configure Opportunities.


Let's get you started


You first need to go to Admin >> Opportunities to configure them. 
Image Placeholder

You then have 2 options:

Add a new stage

By clicking on Add, you have the possibility to create a new Opportunity stage.
  • Description: stage name
  • Sort: rank in the list 
  • Closed: indicate if this stage close the Opportunity (which means that you will need to add a commont explaining why you closed at that stage when an Opportunity reaches it.
  • Percentage: the chance of success you give when you reach that stage
  • Color: you can choose a color as a visual indicator.
Edit a stage

If you click on the name of an existing stage, you then can edit the information listed above. 
You also have the possibility to remove it.