Published at: 2026-09-17

Opportunity stage status and validation rules


Overview

Use this reference to understand Opportunity Stage types, ordering, and deletion restrictions.

Stage types

Type End stage Description
In Progress No The Opportunity is still in the Sales Process
Closed Won Yes The Opportunity ends successfully
Closed Lost Yes The Opportunity ends unsuccessfully
Invalid Yes The Opportunity no longer requires progression

Configuration validation

  • Each Sales Process must contain an in-progress stage and an end stage.
  • In-progress stages must appear before end stages.
  • You cannot delete a stage that has existing Opportunity data.
  • The Opportunity Sales Process uses the Opportunity Stage field, which cannot be changed.

End stage rules

An end stage can ignore required fields, Stage Tasks, or Approval restrictions from standard stages. Closed Lost or Invalid can require a reason or related data.

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