Associate a sales cycle with the opportunity stage

Link one or multiple opportunity stages with a sales cycle.

Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

Procedure

1. Navigate to All > Opportunity Management > Sales Cycle Types.
2. Select an existing sales cycle type to make changes.
3. On the Sales Cycle Stages related list, select Edit.
4. Select and move one or multiple opportunity stages from Collection on the left to Sales Cycle Stages List on the right.
5. Select Save.
   The sales cycle and opportunity stages have been associated.

Related concepts

• Using Opportunity Management
• Opportunity Management