• Elizabeth Dubin

    Yes, you can change the names of the Sales Stages to match your business process.

    You need administrative privileges to change Sales Stage names. 

    Sales Stages are located in CRM Setup. 

    From the Main Menu, click My Profile > App Setup > CRM Setup > Sales Stages

    The following article will guide you through the steps of changing your Sales Stage names: Setting Up Sales Stages

     

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