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Cathy Wood 6Cathy Wood 6 

Hi, I am trying to work in Trailhead and learning about adding a stage to an opportunity. I have prospect listed as a stage option, but prospect does not show up on the dropdown to select on the new opportunity.

Vivian Charlie 1208Vivian Charlie 1208

Hi Cathy,

 

Opportunity Stage values are controlled via Sales Process in Salesforce. Please verify if you have recordtypes created on Opportunity.

If Yes, verify the Sales Process associated with the RecordType.

You will then find which Stage values are available for the Sales Process.

Setup -> Customize -> Opportunities -> Sales Processes

Setup -> Customize -> Opportunities -> Record Types

Thanks

Vivian

Cathy Wood 6Cathy Wood 6
Hi Vivian, I am still lost on this one… I have set up both the Sales Process and the Record Type, but I am still unable to select the Prospect as a stage option. Would it be possible to have a phone conversation and walk through this? Thank you, Catherine Wood Staff Accountant Lodi Pump & Irrigation (209) 368-5082 / (707) 933-0158 Fax (209) 369-5116 [cid:image003.jpg@01CF0FD4.16110010]
Vivian Charlie 1208Vivian Charlie 1208

Hi Cathy,

 

Can we connect on skype instead. My skype id is vivian.charlie1

 

Thanks and Regards

Vivian

Cathy Wood 6Cathy Wood 6
I am sorry, I don’t have skype… ☹ Catherine Wood Staff Accountant Lodi Pump & Irrigation (209) 368-5082 / (707) 933-0158 Fax (209) 369-5116 [cid:image003.jpg@01CF0FD4.16110010]
Vivian Charlie 1208Vivian Charlie 1208

Cathy,

 

Sorry I'm based in India. Can we do google hangout instead. My gmail address is vivian.charlie1208@gmail.com.

 

Thanks

Vivian