Opportunity Stages - Revision history

Ashley DeBon at 16:43, 14 July 2026

2026-07-14T16:43:49Z

Ashley DeBon at 16:43, 14 July 2026

2026-07-14T16:43:21Z

Ashley DeBon at 16:42, 14 July 2026

2026-07-14T16:42:42Z

Ashley DeBon: /* Opportunity Stages */

2026-07-14T16:35:38Z

‎Opportunity Stages

Ashley DeBon: Created page with "Path: Callproof Support - Website - Sales - Opportunity Stages == Opportunity Stages == Create and manage opportunity stages to track the progress of opportun..."

2026-07-14T16:34:15Z

Created page with "Path: Callproof Support - Website - Sales - Opportunity Stages == Opportunity Stages == Create and manage opportunity stages to track the progress of opportun..."

New page

Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunity Stages]]

== Opportunity Stages ==
Create and manage opportunity stages to track the progress of opportunities throughout the sales pipeline. Opportunity stages help users identify where each opportunity is in the sales process and keep the pipeline organized.

[[File:OpporuntiystageIndex.png|250px|thumb|Opportunity Stages Index]]

'''Navigation:''' '''Sales''' → '''Opportunity Stages'''
'''Note:''' Opportunity Stages is a manager-only feature.

To open Opportunity Stages:
# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Sales'''.
# Click '''Opportunity Stages'''.
# The '''Opportunity Stages''' page opens and displays the list of existing opportunity stages.
<div style="clear:both;"></div>

== Add Opportunity Stage ==
Create a new opportunity stage so opportunities can be tracked through each step of the sales pipeline.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:OppStageAdd.png|250px|thumb|Click the Add Stage (plus) icon]]
| [[File:OppStageAddView.png|250px|thumb|Add Stage]]
|}

</div>
'''Navigation:''' '''Sales''' → '''Opportunity Stages''' → '''Add Stage'''

# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Sales'''.
# Select '''Opportunity Stages'''.
# The '''Opportunity Stages''' page opens and displays the existing stages.
# Click '''Add Stage''' in the upper-right corner.
# The '''Add Opportunity Stage''' page opens.
# Enter an '''Opportunity Stage''' name.
# Enter a '''Default Probability''' (1–100%).
# (Optional) Select '''Lock''' if the probability should remain fixed for this stage.
# (Optional) Enter one or more '''Email IDs''' to notify users when an opportunity moves into this stage.
# (Optional) Configure the stage colors:
## '''Opportunity Foreground Color'''
## '''Opportunity Background Color'''
## '''Funnel Foreground Color'''
## '''Funnel Background Color'''
# Click '''Save'''.
# A confirmation message indicates that the opportunity stage was added successfully.
# The new stage appears in the '''Opportunity Stages''' list.
# The stage is now available in the '''Opportunity Stage''' drop-down when users add or edit opportunities.

== Notes ==

* Only managers can create opportunity stages.
* You can also open '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.

@@ Line 50: / Line 50: @@
 * Only managers can create opportunity stages.
 * You can also open '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.
 == Edit Opportunity Stage ==
@@ Line 87: / Line 88: @@
 * Only managers can edit opportunity stages.
 * You can also access '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.
 == Delete Opportunity Stage ==
@@ Line 108: / Line 110: @@
 * You can also access '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.
 * Before deleting an opportunity stage, make sure it is no longer required by any active opportunities or sales reports.

@@ Line 47: / Line 47: @@
 # The new stage appears in the '''Opportunity Stages''' list.
 # The stage is now available in the '''Opportunity Stage''' drop-down when users add or edit opportunities.
 * Only managers can create opportunity stages.
@@ Line 86: / Line 84: @@
 # The updated stage appears in the '''Opportunity Stages''' list.
 # The changes are reflected in the '''Opportunity Stage''' drop-down when users add or edit opportunities.
 * Only managers can edit opportunity stages.
@@ Line 108: / Line 104: @@
 # The stage is removed from the '''Opportunity Stages''' list.
 # The stage is no longer available in the '''Opportunity Stage''' drop-down when users add or edit opportunities.
 * Only managers can delete opportunity stages.
 * You can also access '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.
 * Before deleting an opportunity stage, make sure it is no longer required by any active opportunities or sales reports.

@@ Line 21: / Line 21: @@
 {| style="border:0;"
-| [[File:OppStageAdd.png|250px|thumb|Click the Add Stage (plus) icon]]
+| [[File:OppAddStage.png|250px|thumb|Click the Add Stage (plus) icon]]
 | [[File:OppStageAddView.png|250px|thumb|Add Stage]]
 |}
@@ Line 52: / Line 52: @@
 * Only managers can create opportunity stages.
 * You can also open '''Opportunity Stages''' from the right sidebar while viewing '''Current Funnel''' or '''Opportunities'''.

@@ Line 4: / Line 4: @@
 Create and manage opportunity stages to track the progress of opportunities throughout the sales pipeline. Opportunity stages help users identify where each opportunity is in the sales process and keep the pipeline organized.
-[[File:OpporuntiystageIndex.png|250px|thumb|Opportunity Stages Index]]
+[[File:OpportunityStageIndex.png|250px|thumb|Opportunity Stages Index]]
 '''Navigation:''' '''Sales''' → '''Opportunity Stages'''