Stage & Probabilities in the opportunity level - Answers - Salesforce Trailblazer Community
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Anel Nevarez LinsenbardtAnel Nevarez Linsenbardt 

Stage & Probabilities in the opportunity level

Hi,
I'm fairly new to SalesForce and I've been given the task to tailor SalesForce to our needs.  My questions are: 
  • How can I change the probability attached to an already defined stage? 
  • How can I add a new stage & probability
Steve MolisSteve Molis
 If you have the required permissions on your User Profile here are the steps for updating Opportunity Stages.

 Use the following options to edit picklist values. 

Stage (for opportunities) Sales process stages, for example, Prospect, Proposal. This picklist also affects the Type and Forecast Category values of an opportunity. Specifically, changing the Type or Forecast Category for a Stage picklist value updates all opportunities that have that stage value.

To edit, click Your Name | Setup | Customize | Opportunities | Fields, and select Edit next to the field.

To deactivate an active stage, click Del next to the stage. On the mapping page, don't replace the stage with another existing value; just click Save. The stage now appears in the Inactive Stage Picklist Values related list. The stage is no longer in use but may exist in older opportunity records.

Anel Nevarez LinsenbardtAnel Nevarez Linsenbardt

Thank you SteveMo. Eventhough I have the appropriate rights, I was unable to update the percentages or add a new stage.  Do you have any other ideas as to how I can go about it?
 

Thanks,
Anel -

Steve MolisSteve Molis
 That doesn't make sense, can you post a screenshot of the Admin page you are on when you try to do this?  Do you get any permission error messages?
Anel Nevarez LinsenbardtAnel Nevarez Linsenbardt

Thank you SteveMo. Eventhough I have the appropriate rights, I was unable to update the percentages or add a new stage.  Do you have any other ideas as to how I can go about it?
 

Thanks,
Anel -

Anel Nevarez LinsenbardtAnel Nevarez Linsenbardt
I don't get any permission errors. Unfortunately, i'm unable to save the file in the appropriate format to upload the screenshot. 
Sanjay PanchaSanjay Pancha
 Don't click edit - instead click on the field lable [Stage].

From here you can add new values to Opportunity Stages Picklist Values.

Hope that helps!