Use the form below to submit an article request or log a Service Request to contact RMS Customer Support..




    Setup an Opportunity Stage

    Setting up Opportunity Stages for Sales Lead Management in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Sales Lead Management > Opportunity Stage in RMS.
    2. Select 'Add'.
    3. Enter the Opportunity Stage Code.
    4. Enter an Opportunity Stage Description.
    5. Select a Display Order.
    6. Choose the Associated Opportunity Types.
    7. Optional: Select if this stage is a 'Closed' stage.
    8. Save/Exit.

    Visual Guide

    Go to Setup > Sales Lead Management > Opportunity Stage in RMS.

    Select 'Add' to create a new Opportunity Stage.

    Enter the Opportunity Stage Code.

    Enter an Opportunity Stage Description.

    Select a Display Order.

    Choose the Associated Opportunity Types.

    Optional: Select if this stage is a Closed Stage for the Opportunity.

    Select 'Save/Exit' to create the Opportunity Stage and return to the main setup screen.


    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Submit an article request or log a Service Request to contact RMS Customer Support.

    Article Request