To customize your Opportunity Stages, head to the Opportunities tab of the Configuration section of your Account Settings.
To add a new Stage, click the 'Add Stage' button. When you hover over a Stage, you'll see a blue pencil that you can use to edit the Stage information and a red trash can that you can use to delete a given Stage.
Important Note: Opportunity Stages are GLOBAL settings; in other words, any change you make to an Opportunity Stage will affect ALL users associated with your account.
When creating or editing your Opportunity Stages, you'll see a few sections:
- Opportunity Name: the internal name you use to reference the Stage
- % Likelihood to Win: for every given stage, provide a percentage change that you think this Opportunity will convert to a sale; this percentage will influence forthcoming reports
- Order: you'll want to order the stages to correspond with your sales process as well as the % Likelihood to Win
- Default Online Inquiries: for any inquiries that come in through the ArtCloud Marketplace or your ArtCloud Website, an Opportunity will automatically be created - be sure to select which Stage online inquiries should be assigned to
