Admin: Opportunity Stage Mapping

In this article, you'll learn about the new Opportunity Stage Mapping section within the admin panel of your instance.

• How the Opportunity Stage is set

• Preview

• Opportunity Stage Label

• Add Stage

• Reset to default mapping 
• Where to go next 

Define the Win Probability % bands and the stage label each one maps to.

Moving an opportunity to a stage sets its Win Probability to that stage's value; any other value is classified by the stage's range.Win Probability is the single value an opportunity is set to when it's moved into that stage. The range is the catch-all that classifies any other value — including existing and historical opportunities. Edit the end of a band and the next band's start shifts to match; stages always span 1–99%, with 0% fixed to Lost and 100% to Won.

The preview shows you what you've configured in the Opportunity Stage Label section.

Renaming, resizing, or removing a stage may affect saved filters that reference Opportunity Stage. Review saved filters after making changes.

Lost

1. Is locked

2. Win Probability = 0%

3. Win Probability Range – Fixed, always 0%

Customize your Stage Label in that column

• Win Probability – You need to enter a win probability that falls within the win probability range for that stage.

• Win probability range is given for each opportunity label.

• From here, you can also delete a stage label using the trash icon.

Won

1. Is locked

2. Win Probability = 100%

3. Win Probability Range – Fixed, always 100%

You can add a stage using the + Add Stage button at the bottom of this view. 

When you add a stage, it will default to:

Reset to default mapping 

Default mapping:

If you select this, you will be asked if you want to reset again: 

Where to go next 

• Opportunities: Overview
• Creating an Opportunity
• How to Manage Opportunities

Opportunities & Quote Designer are available as a paid add-on module. To enable it for your team or discuss pricing, reach out to your Account Manager.