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How can I Customize Opportunity Pipeline

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Click Settings-Preferences-Opportunity from the navigation menu to customize opportunities


To add a new Type of Opportunity, select Types and then select New to add a new type.


To define your sales cycle, select Stages and select New to add a new stage. You can also move the stages up and down using the up and down arrows

Field Labels:

To edit the default fields in opportunity, select Field Label to edit an existing field label click inside of the Display Name column and type the new field label. To remove/add a default field uncheck/check the check box field inside the Visible column

Custom Fields:

To add a custom field to opportunities select Custom Fields and click New. Enter the field name in the Custom Field column and enter the field type by clicking into the Data Type column.

When finished click Apply and then OK