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While creating a new opportunity , Value proposition picklist value is not available for the field stage.

However the same picklist is available under Object Manager > Opportunity > Fields and Relationships> stage> Opportunity Stages Picklist Values.

Kindly help ..

4 answers
  1. Jun 6, 2023, 10:07 AM

    Do you have multiple recordTypes for Opportunity? If yes then please check in Object Manager > Opportunity > Record Types and check available picklist values otherwise check sales process in your Org

     

    Thanks

  2. Jul 10, 2023, 2:13 AM

    Hi @Purvika Sharma,

    I had this same issue. After fiddling around I figured out how to add Value Proposition to the Stage picklist to complete the challenge.

     

    After reading the above help advice, in Set Up I searched 'Sales Processes' in the Quick Find box, then clicked on 'Sales Processes', which showed a sales process I had set up in a previous challenge 'B2B Sales Process'.

     

    Unfortunately, I couldn't figure out how to edit that previously created sales process, so I created a new one, selecting the '--Master--' option for Existing Sales Process, entering a new name (I did Sales Process #2) and wrote 'Alternative sales process needed to complete a challenge' in the Description to know that it was one made simply to pass a specific challenge > Press 'Save' > Make sure all Values are over in the 'Selected Values' section (as pictured below) to ensure that they will be available in the picklist dropdown box when creating an opportunity > the click Save.

     

    Hi ,I had this same issue. After fiddling around I figured out how to add Value Proposition to the Stage picklist to complete the challenge.

     

    Then go to: Object Manager > Opportunity > Record Types > B2B Opportunities > click Edit > in the 'Sales Process' dropdown select your newly created sales process (i.e Sales Process #2) to change it from the other process which did not include the 'Value Proposition' option (as pictured below) > Click 'Save';

     

    Screen Shot 2023-07-10 at 12.12.24 pm.png

     

    Then, go back to the Opportunity you created in the opportunity tab > refresh the page (so that the changes you made come into effect) > click 'Edit' on the opportunity record > and the 'Value Proposition' option should now be available in Stage.  

     

    This worked for me - I hope it helps you! :)

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