Before You Begin
⚠️ Important: Before removing any existing sales stages, consider how this will affect historical records that already use those stages. Plan how you will handle or replace existing data before making changes.
Steps
Navigate to CRM Settings.
Click on Module Management from the settings menu.
Select Picklist Field Values from the available options.
Locate and select "Intake Ops - Sales Stage" from the list of picklist fields.
Add, edit, or remove sales stages as needed for your pipeline.
Click Save to apply your changes.
Verification / Expected Result
Your updated sales stages will be available in your sales pipeline and for all future opportunity records.
Tips & Notes
💡 Best Practice: When removing sales stages, ensure you have a plan for handling existing records:
Move existing records to a different stage before deletion
Review the historical impact on your sales reporting
Communicate changes to your sales team before making them
✅ Best Practice: Make stage changes during off-peak hours to minimize disruption to active users working in the pipeline.
Expected Result
Your sales stages will be updated according to your changes. These new stages will be available in your sales pipeline and for future opportunity records.