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Suggested answer

Changing global option set for stage category

Posted on by 60

Hi Everyone,

I want to change the option set for the sales stage in the opportunity. In fact, I want to modify the three steps (1- Qualify, 2- Develop 3- Propose, etc.). When I click on that field in the solution it seems that it is not editable.

I also couldn't find the stage category in the global option set to modify that field.

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  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,002 on at
    RE: Changing global option set for stage category

    Important that you need to create NEW solution, it's impossible to edit this option set in default solution

    pastedimage1662651717693v1.png

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,002 on at
    RE: Changing global option set for stage category

    Click here and you will find it in the list

    pastedimage1662651464430v1.png

    pastedimage1662651518194v2.png

  • Arash R Profile Picture
    Arash R 60 on at
    RE: Changing global option set for stage category

    Hi Andrey,

    Thanks for the answer. How can I add that to the solution?

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,002 on at
    RE: Changing global option set for stage category

    Hello,

    This is the global option set Stage Category. But you can see it only if you add it to the solution

    pastedimage1662647620750v1.png

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