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.
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?
Thanks for your help!
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Hi,
You should edit names of stages in business process flow in CRM.
Thanks:)
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.
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