Managing opportunity settings

Opportunities give the project teams in your organization visibility regarding some of the projects that are in the pipeline. Opportunity settings allow you to manage the stages for the various opportunities in the pipeline. By assigning stages, the project managers and the leadership can plan ahead for upcoming projects. 

Each opportunity when  added can be assigned a stage and this stage can be updated later to keep the status up-to-date. To view and manage opportunity stages, go to Project (1) from the left navigation pane. Go to the Policies & Settings tab (2) and then select Opportunity Settings (3).

You can manage the stages by clicking on Manage Stages.

There are 3 pre-configured stages here - Prospecting, Closed Won, and Closed Lost. You can add more stages as you wish to further expand the scope of the opportunities. 

To add a new stage, click on the + Icon next to a stage on the Update Stages window.

Enter the name of the stage and select a color to represent this stage. Click on the Add icon after you've entered the details. The new stage will now be added. 

You can drag and drop a particular stage to move it to a different position. You can delete a stage by clicking on the Delete icon next to the stage. 

That's all about managing opportunity stages. For more information, talk to our product experts today!