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Opportunity stages

The first time a user enters the Opportunity application, the system will create six default opportunity stages. These stages can be edited, deleted or ordered in a different way.

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To create a new stage

  1. Open the Opportunity Stages (OPPS) application, find Admin in the RamBase menu and then CRM. Click Opportunity stages to enter the OPPS application.

  2. Click the Add new stage button in the lower left hand corner.

  3. Add the necessary information:

    1. Name: The name of the stage as it will be seen.

    2. Probability: The default probability of a successful deal in percentage for this stage.

    3. Process template: Here we can add a task template which will be triggered each time an opportunity is added to this stage. Task templates are maintained under Collaboration - Task Process Template.

  4. Click the OK button when finished.

Note: If you need to change the order of the stages, click and drag the stage to its intended position.

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