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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
Opportunity Stages are used by the Opportunity Management system to categorize the current stage of an Opportunity. When Opportunity Stages are entered in the Master Information section, these Stages are then available for use when entering or updating Opportunities.
You must manually create Opportunity Stages if you want the ability to assign them to Opportunities. If no Opportunity Stages are defined, then none will be available when entering Opportunities.
To access the master list of Opportunity Stages, select the "Opportunity Stages" option. The following screen will appear.
The "Opportunity Stages" screen displays information on all existing Opportunity Stages, including Opportunity Stage code and description.
To create a new Opportunity Stage, select the NEW button. The following screen will appear:
When creating a new Opportunity Stage, you are presented with the following options:
Enter a name to define the Opportunity Stage.
Enter a brief description of the Opportunity Stage.
Select if you want the system to automatically mark Opportunities as inactive when they reach the specified Stage.