Add and Configure Stages

Note: Editing a sales process affects any open opportunities that use it. You should make changes only with guidance from Altify.

In the Sales Process Details screen you can perform the following tasks:

Add a stage to a sales process

To add a new stage to your sales process, click the Add Stage button.
The Adding Stages to Sale Process dialog contains a list of available stages. These stages consist of the open stages, as configured in your Opportunity Stages picklist, which have not already been assigned to this sales process.
Select a stage and click Add.

Click the Stage Settings button to set configurations for your stage or to delete the stage. The stage settings are:

Duration Days	This is the number of days it usually takes to work through the stage from the day it entered the stage to the day when you complete the stage. Altify will track the actual days it takes so that you can see how you’re tracking against expectations over time.
Yellow Status	A yellow status means that the action against the step or qualifier is underway but not complete. Enter the % of the stage that should be completed to turn the stage status from gray to yellow.
Green Status	A green check status indicates that the step or qualifier has been satisfied. Enter the % of the stage that should be completed to turn the stage status from yellow to green.
Stage Threshold	This is the threshold score which must be achieved in the stage before the opportunity can move onto the next stage (bearing in mind that all mandatory qualifiers must also be achieved before advancement is possible).