You can move an opportunity to the next stage, for example, if you want to skip one or several stages in the sales cycle the opportunity follows.
You can move an opportunity to the next stage from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for either contacts, campaigns or salespeople. The following procedure shows how to move an opportunity to the next stage from the salesperson/purchaser card.
Open the Salesperson/Purchaser Card window.
Find the salesperson handling the opportunity and click Salesperson/Purchaser, Opportunities.
On the Opportunity List window, click Function, Update. The Update Opportunity wizard appears.
In the first window of the wizard, select the option Go to Next Stage, and click Next.
If you want to move the opportunity to a further stage, select the Skip Stage option. Within a sales cycle, only the stages for which "skip allowed" has been specified in the Sales Cycles Stages table can be skipped.
In the second window of the wizard, select the new sales cycle stage you want to move the opportunity to.
The Date, Estimated Value (LCY), Chance of Success (%) and Estimated Closing Date fields are mandatory fields and must be filled in before you click Next or Finish.
Fill in the other windows of the wizard to specify new information about the opportunity. For Help about a specific field, click the field and press F1.
After you have entered all the necessary information, click Finish.
Setting Up Opportunity Sales Cycles
Moving Opportunities to the Previous Stages
Skipping Sales Cycle Stages