Opportunity Sales Process and Record Types

EDITING STAGES OR “SALES PROCESSES” FOR OPPORTUNITY RECORD TYPES

 

When working with Opportunities you can have multiple record types that have different Sales Processes. Each Sales Processes will use a pre-determined set of stages to go through. Here we will outline how to edit these “Sales Processes” so your record types reflect the stages you want.

Go to Setup > Customize > Opportunities > Sales Process































Click the “Name” of the Sales Processes you want to edit, or create a new Sales Processes













Move the Stages you want in this processes to the Right, and the ones you don’t want to the left.




















Save this Processes.

Go to > Setup >  Customize > Opportunities > Record Types






















Click “edit” Next to the Record Type you want to assign a Sales Processes to (Or create a new Record Type)










Selecting the appropriate Sales Processes for this record type













That’s it, now your record type will use the stages you specified in the Sales Processes.


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