Modify Opportunity Process & Stages
In the Maximizer Opportunities Module, you can change/customize the opportunity stages so that it fits your sales process.
To modify the Opportunity stages/Process:
- Select Administration.
- Select Administrator.
- Select Opportunities.
- Select Processes and Stages.
- Select Add Process.
- Provide a name for this new Opportunities Process and select Save.
- Next, define the stages within this new process by selecting Add Stage.
- In here, you will set up the opportunity stages you wish to have.
- Once you have completed this, you may exit the Administrator Module and head back to your Opportunities. You will see the process and opportunity stages show up for new opportunities.