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Customer experience | Sales, Customer Insights,...
Suggested Answer

Changing global option set for stage category

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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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I have the same question (0)
  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at

    Hello,

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

    pastedimage1662647620750v1.png

  • Arash R Profile Picture
    60 on at

    Hi Andrey,

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

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at

    Click here and you will find it in the list

    pastedimage1662651464430v1.png

    pastedimage1662651518194v2.png

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at

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

    pastedimage1662651717693v1.png

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