Customize the Sales Pipeline
In the Sales web app /
Options menu / Deals tab, you can define your own set of sales Stages.
Click on New Stage and enter a Name and associated Probability. Click on a Stage in the list to Edit or Delete it.
When you
move a Deal to a new Stage, the Probability of the Deal gets updated automatically based on the Probability field set above.
Use the Up and Down links to change the order of the Stages. This is the order in which the Stages are listed or displayed in tabs.
