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Opportunity Stages

Opportunity Stages indicate the point an Opportunity is at in the sales cycle.

For example, an Opportunity may be at the stage of Unqualified, Qualified, Solution Defined, Proposal Submitted, and Closed. That Opportunity could have two stages representing closed Opportunities: those that closed after being processed to a sale (Closed Won), and a stage that represents when an Opportunity did not result in a sale (Closed Lost). Both stages are non-active Opportunities, and probably Locked. You can differentiate between these two Closed stages in analysis reports.

To set up Opportunity stages:

  1. Select either:

    • Setup > Setup Opportunity Stages from the Exo Business CRM menu, or

    • Edit List... from the Stage dropdown on the Opportunity window.

    The Setup Opportunity Stage window displays:

  2. Click New. Enter the details about the stage.

    Field

    Description

    Opportunity status key

    A unique one-character short code to represent this stage.

    Opportunity status name

    A description of the stage — for example, Qualified.

    Prevent new transactions

    Select this option to prevent entry of additional transactions to Opportunities at this stage.

    Make opportunity read only

    Select this option to disable editing of the Opportunity while at this stage. This includes the Stage field.

    Only a user who has administrator rights can modify this Opportunity (this is determined by the User has Opportunity Administrator Rights User-level profile setting).

    Opportunities are complete

    Select this option to indicate that Opportunities in this stage are complete.

    Quotations read only

    Select this option to lock the Quote tab to prevent changes while the Opportunity is at this stage.

    The Quote tab is locked unless logged in as a user with administrator rights.

    Opportunities are archived

    Select this option to archive Opportunities in this stage.

    Workflow Constraints Apply

    Select this option to specify which stages the Opportunity can move to.

    Opportunities are ready to invoice

    Select this option to indicate that Opportunities in this stage are ready to invoice.

    Opportunities are active

    Select this option to indicate that Opportunities in this stage are currently active.

    Def. Probability

    Select the default Probability level for Opportunities at this stage.

  3. If the Workflow Constraints Apply option is selected for a stage, click on the  button to open a screen on which you can specify workflow stage paths.

  4. Select the checkboxes in the Active column to specify which stages you can move an Opportunity to.

  5. Select the checkboxes in the Track Event column to record the history of changes to the stage in the Event Log.