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Opportunities
Opportunities Customized Stages
Opportunities Customized Stages

Customize your Firm's Stages for Opportunities

Updated over a week ago

The Stages of an Opportunity allow you to track where in the pipeline a deal currently sits.  As you continue to work on closing the deal you can update the Stage the deal is, and by extension, the probability of that deal closing


Add a New Opportunity Stage

  1. Start at the Settings Menu

  2. Select 'Opportunity Stage'


  1. Click 'New Stage'

  2. Add stage Name and Win Probability

  3. Select 'Update'


  • Stages can be re-ordered by clicking and dragging rows to desired list order

  • If you do not see the Opportunities feature activated in CommercialEdge Commissions, reach out to our team for more information

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