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Managing Sales Stages

This job aid contains instructions related to managing sales stages in MYOB Acumatica.

Setting Up Opportunity Stages

  1. Open the Opportunity Classes (CR2090PL) form.
  2. In the table, click the opportunity class for which you want to modify the list of stages. The Opportunity Classes (CR209000) form opens.
  3. On the Stages tab, do the following:
    1. Delete the rows for the predefined stages that your company will not use for opportunities of any class in the table.
    2. For the remaining stages in the table, modify the probability and sort order values as needed.
    3. Add to the table the rows for the missing stages to reflect the sales process established in the company. For each new stage, specify an identifier, name, probability percentage, and sort order.
  4. On the form toolbar, click Save.
  5. For each opportunity class, ensure that the rows select the Active check box on the Stages tab for the stages that the selected opportunity class should use.