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Opportunity pipeline phase vs sales stages

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Posted on by Arash R

Hi Everyone,

To change the opportunity sale stages, I went to the setting / customize the system/ processes/ opportunity sales process and modified that (pic 1). However, in the opportunity reports, I still see the old values (pic 2). My question is what is the difference between the Opportunity pipeline phase and the sales stages?

How can I make them the same? I searched a found out I need to change the global option set by going to setting / customize the system and then Option set, but I cannot find the sales category over there to modify the values. How can I do that?

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Arash R 60 on at

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RE: Opportunity pipeline phase vs sales stages

Hi Abdul Wahab,

The status reason and status code are something different than the sales stages.
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Abdul Wahab 12,081 Moderator on at

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RE: Opportunity pipeline phase vs sales stages

Hi Arash R,

You updated stages but you need to update statuscode or Status Reason of opportunity table also.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
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