Get started with the opportunity process

Learning objective

Before you begin

Before you begin - You need permission to view and edit the target Opportunity. - The Opportunity is associated with a valid Sales Process. - Prepare an in-progress Opportunity for this tutorial.

Follow the Opportunity process

Step 1: Review the current stage

1. Open the Opportunity list.
2. Open the Opportunity that you want to advance.
3. In the Stage Advancement section, confirm the Sales Process and current Opportunity Stage.
4. Review the current Stage Tasks, Completion Criteria, and page instructions.

Step 2: Update project data

• Opportunity Amount, Estimated Closing Date, and other Opportunity fields.
• Opportunity Line Items for the current solution.
• Opportunity Contacts participating in the project.
• Other related Business Data required by the current stage.

Step 3: Complete Stage Tasks

1. Open a Pending task in the current stage.
2. Edit fields, create a Related Object, or maintain Opportunity Line Items as required.
3. Save the result.
4. Return to the Stage Task section and confirm that required tasks are completed.

Step 4: Advance the Opportunity

1. Select the next stage in the Stage Advancement section.
2. Enter the information required by the target stage.
3. If Stage Approval starts, submit the request and wait for the Processing Result and Approval Decision.
4. After validation passes, confirm the stage change.

Step 5: Verify the result

• The Opportunity is in the expected stage.
• Opportunity Line Items and Opportunity Contacts match the current project.
• Required Stage Tasks show Completed.
• The stage change record matches the actual progression time.

Related topics

• Create an Opportunity
• Advance an Opportunity through the Sales Process
• Opportunity Sales Process and stage overview
• Opportunity Stage status and validation rules