4 个回答
Hi Sandra,
Stage (for opportunities) this picklist also affects the Type and Forecast Category values of an opportunity. Specifically, changing the Type or Forecast Category for a Stage picklist value updates all opportunities that have that stage value.To edit, click Your Name | Setup | Customize | Opportunities | Fields, and select Edit next to the field.
To deactivate an active stage, click Del next to the stage. On the mapping page, don't replace the stage with another existing value; just click Save. The stage now appears in the Inactive Stage Picklist Values related list. The stage is no longer in use but may exist in older opportunity records.
A forecast category is the category within the sales cycle that an opportunity is assigned to based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed. You can customize forecast category names for your organization.
For understand complete process take a look here
Customizing Forecasts Categories (https://help.salesforce.com/HTViewHelpDoc?id=forecasts3_customizing_forecasts_categories.htm&language=en_US)
Working with Forecast Categories (https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm&language=en_US)
More info here: https://help.salesforce.com/apex/HTViewHelpDoc?id=forecasts3_customizing_forecasts_categories.htm&language=en_US
