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Autumn Yoakum1
How can I create additional available values for a sales process?
Hi all, I am trying to customize sales processes based on different profiles. I see where I can create additional sales processes but I would like to be able to set different values in the available values selection box. How would I go about doing this?
You can add new values to your sales process at opportunity 'Stage' field. Its there that you define whether they are open, closed/won or closed/lost etc. I hope that helps.
Regards,
Neo
1. From Setup, enter Object manager
2. Goto Oppurtuinty > Fields & Relationships
3. Search for Stage
4. Under the Opportunity Stages Picklist values Click New