Last Revised: 08 Sep 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
From the Main Menu, click My Profile > App Setup > CRM Setup > Sales Stages
- Click the row number of the Sales Stage you want to move. This highlights the Sales Stage to be moved.
- Drag and drop the stage to the correct position.
- Click Save.
- Fix Sales Stages. See Fix Sales Stages.
Sales Stages must be listed in the order you want them displayed on the Opportunity Kanban.
You are looking at a screenshot demonstrating how to Reorder Sales Stages:
Figure 1. Reorder Sales Stages.