Add, Edit & Remove Sales Stages In Salesforce | Opportunities | 2022

[@MatthewParker-k6d]

Really useful video - Thank you!

[@stacyjonesgoulette8317]

When I try to activate the deactivated stage, it doesn't show up in my opportunity stage list. Got any ideas on how to fix this?

[@InsomniacDJ]

Great video. How do you Add Values to the Opportunity Stage "Type" Picklist? Example I want to add a "Closed No Bid " Type. You mentioned it in the video, but I cannot find it online.

[@gibralprevian]

hi Nick, thanks for the explanation. can i create hide and show rule for the next stages based on condition in current stage?

[@MadalynPhillips]

Hi Nick, I had the exact same question as another viewer... "can I create another sales pipeline in SF? so instead of having only "Opportunity" pipeline with the stages, can I have for example Tax Return or Bookkeeping Opportunity pipeline? if so how to do that? are we stuck with only one Opportunity pipeline and can only add delete re-arrange the stages? thanks"

[@tracibronner1582]

Is it possible to change the values of the global menu items? For instance, "Account" could be "Company", etc.?

[@NickBoardman]

Hi Traci, this article will explain how to change the names - cloudmybiz.com/salesforce-standard-object-and-field/. I hope this helps!

[@TheodoreMcardle92]

Hey Nick quick question if we deactivate the stage the information is gone as well right- unless we re-active we can't see it under the opportunities?

[@dons1643]

Great video Nick, can I create another sales pipeline in SF? so instead of having only "Opportunity" pipeline with the stages, can I have for example Tax Return or Bookkeeping Opportunity pipeline? if so how to do that? are we stuck with only one Opportunity pipeline and can only add delete re-arrange the stages? thanks

[@NickBoardman]

Hi Don, I have sent an email over!

[@CarlMorgan-w1h]

removing a sales stage - what is the impact if those stages that you remove are included in a load of workflows/processes?

[@jackiesingleton5797]

Is there a faster way?