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gringoesegringoese 

Editing an Opportunity Stage Name

It doesn't seem like there is any way to edit the name of an Opportunity Stage once it is created. Am I missing something? Is there a way to do it?

BA_AdminBA_Admin

You mean do you want to edit the stage pick list value? if it is picklist value go to Opp--stage---click edit on that picklist value and you should be able to change it

gringoesegringoese

I do that but I don't see any way to edit it. Here is a screenshot of what I see: http://www.zaptank.com/temp/opp_stage_name.jpg 

 

BA_AdminBA_Admin

Do you have edit permissons on Opp?

gringoesegringoese

I don't think it's a matter of permissions unless I'm totally missing something. I am an admin making changes to stage names, not a user trying to change the actual stage of an opportunity.

BA_AdminBA_Admin

ohh i knw wt you are saying now, you cannot edit the Opp stage  picklist value , i guess the only way to do is replace the value with new one

gringoesegringoese

That's what I'm trying to avoid. If I make a new value when all I want to do is rename, then my reporting gets messed up as I have 2 stages that are essentially one. Why doesn't Salesforce give any easy way to rename a stage?!

BA_AdminBA_Admin

Well i guess it is an exception for this particlular field, you can post and idea and i found this post thought might be helpful

 

http://success.salesforce.com/questionDetail?qId=a1X30000000Hhk0EAC