Configure stage tasks and completion criteria

Overview

Before you begin

Before you begin - Permissions: You need Opportunity Management and Pipeline management permissions. - Configuration: Create the Opportunity Stages and Sales Process first. - Process design: Define the Business Data and Related Objects required at each stage.

Configure an in-progress stage

1. Select an in-progress stage in the Sales Process.
2. Set the Stage Duration.
3. Configure timeout reminders.
4. Configure Stage Approval if required.
5. Choose whether users can skip the stage.
6. Configure the Entry Criteria.
7. Configure the Completion Criteria.

Configure a Stage Task

1. Create a Stage Task in the target stage.
2. Select Edit Object, Create Related Object, or Batch Edit Detail Object.
3. Select the fields or objects that the task must process.
4. Add required tasks to the stage’s Completion Criteria.
5. Save the task.

Stage Task types

Opportunity Line Item configuration: To require line-item maintenance at a stage, select Batch Edit Detail Object and choose Opportunity Line Item.

Configure an end stage

Verify the configuration

1. Move a test Opportunity into the target stage.
2. Check the Stage Tasks, reminders, and Entry Criteria.
3. Test Stage Advancement before completing a required task.
4. Complete the task, advance the Opportunity again, and confirm the result.

Related topics

• Detailed Pipeline configuration guide (Chinese-language guide)
• Configure Opportunity Stages and the Sales Process
• Advance an Opportunity through the Sales Process
• Opportunity Stage status and validation rules