I want to ask you a question about opportunity Stages.
Is there anybody knows if i set the 'Hold' Stage in the opportunity, what is the percentage of this stage?
And of course, if i wanna set this stage, i do not want to see it in my pipeline dashboard. Can i do it?
I am asking you this just because meaning 'hold' stage is not 'close as lost'.
Best regards;
6 answers
Hi,
Does the 'Hold' stage already exist or are you wanting to create a 'Hold' stage?
If it does not exist you can create a new stage called 'Hold' and set a default percentage. You can then edit and filter your reports so that this stage does not appear in any reports or dashboards.
Are you the System Admin?
Christine
