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Imo JiImo Ji 

how to make a new item in the Stage picklist field

How to make a new item in the Stage picklist field in the Opportunity object.
Best Answer chosen by Imo Ji
Eshu KannaEshu Kanna
Hi Imo Ji,

Adding New item in the Stage PickList Field.

User-added image

I have added a Test value here in the above screenshot. 

to do that: 
step 1: Go to Opportunity object > Fields and Relatioinship > select the "Stage" field (type Picklist)

step2: scroll down to "Opportunity Stages Picklist Values"   click "new " button to add new items to the Pick List. 
User-added image

Step 3: fill in the details Stage Name ,type , Probalility  and Category and SAVE it.
User-added image

Hope this will help you. :) 




 

All Answers

Eshu KannaEshu Kanna
Hi, 
Are you asking how do you add a new value in the Stage picklist Field ? 

you want to add more slections in your picklist right.
Andrew CookAndrew Cook
Hi Imo,

First you need to go to the Opportunity object in setup, find the Stage field in Fields & Relationships and then add the new stage to the picklist. Once this is done search for Sales Processes in setup and find the process you need this added to. Then just select the new picklist value and save.
Merlinda LuMerlinda Lu
Setup > Opportunity > Fields and Relationships > Stage > Add your picklist value

Then, go to Setup > Sales > Sales Processes > Add your new picklist value to your Sales Process
Eshu KannaEshu Kanna
Hi Imo Ji,

Adding New item in the Stage PickList Field.

User-added image

I have added a Test value here in the above screenshot. 

to do that: 
step 1: Go to Opportunity object > Fields and Relatioinship > select the "Stage" field (type Picklist)

step2: scroll down to "Opportunity Stages Picklist Values"   click "new " button to add new items to the Pick List. 
User-added image

Step 3: fill in the details Stage Name ,type , Probalility  and Category and SAVE it.
User-added image

Hope this will help you. :) 




 
This was selected as the best answer