Opportunity Types & Stages

Opportunity Types

Opportunities can be used to track leads and potential deals.

In the Opportunity Set Up section of Contacts Settings, you can add, edit, or delete opportunity types.

To customize opportunity types, go to Organization Settings – Contacts Settings and select Opportunity Set Up.

Click the + Add Opportunity Type button to add a new opportunity type, or click any pencil icon or x icon to respectively edit or delete any existing opportunity type.

Opportunity Stages

If you switch to the Opportunity Boards tab and click on ‘Edit Stages’ for your current opportunity board, you can add, edit, or delete the opportunity stages.