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Managing Opportunity Stages

Estimated Reading Time: < 1 Minute

Once an opportunity stage exists, you can edit its name or delete it from the Opportunity Stages page (Settings > Sales & Orders > Opportunity Stages).

Editing an Opportunity Stage

  1. Click edit in the stage's row.
  2. Change the Name.
  3. Click Save.

Edit Stage form

Deleting an Opportunity Stage

  1. Click delete in the stage's row.
  2. Click Yes on the "Are you sure you want to delete this opportunity stage?" confirmation.
Account Management Sales
Managing Opportunity Stages
Estimated Reading Time: < 1 Minute  PHPKB Support September 15, 2026 0
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