Modify Opportunity Process Stages via Administrator Module

To modify the Opportunity stages/Process:

1. Select Administration.

1. Select Administrator.

1. Select Opportunities.

1. Select Processes and Stages.

1. Select Add Process.

1. Provide a name for this new Opportunities Process and select Save.

1. Next; define the stages within this new process by selecting Add Stage.

• In here; you will set up the opportunity stages you wish to have.

1. Once you have completed this; you may exit the Administrator Module and head back to your Opportunities. You will see the process and opportunity stages show up for new opportunities.