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.
