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KimberlyJKimberlyJ 

Mapping Stage to Forecasting Category

How does one change the mapping of the stages to the forecasting categories?
CRMGeneralistCRMGeneralist
It depends if you do not have Sales Process in just click Stage and beside each stage click edit and it will contain the Prob./Forecast Category, etc. to change there. Otherwise you do this while you are setting up the Sales Process.
KimberlyJKimberlyJ
That was too easy.  Thanks.  I never thought of just looking at the Stage field and editing from there.