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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Stage Names Acr...
Microsoft Dynamics CRM (Archived)

Change Stage Names Across Top

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Posted on by Community Member

Hi There,

I have changed the names of the stages but I do not know how to change those listed across the top of a lead and opportunity to match.

I changed Develop to Opportunity Identified and Propose to Proposal Presented; I also added Project Scope Completed and Verbal Commitment. 

change-stages-3.PNG

Now what I want is for 4 stages to display across the top of the lead/opportunity; currently, the old ones are listed.  How do I change these? 

lead-name-changes-2.PNG

Thanks for your help!

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  • Suggested answer
    Steven O'Neill Profile Picture
    Steven O'Neill 575 on at

    Hi Billy

    You should be able to change these within the Business Process Flow in your solution. If you don't have the Process in your solution then either access it directly via Customization or add the relevant Process to your solution and update it accordingly.

    When you open the Business Process Flow, change the Display Name to be what you want. You can add more/remove Stages at this point as well.

  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at

    Hi,

    You should edit names of stages in business process flow in CRM.

    Thanks:)

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