All the content types are created with one work effort in Runthru Instruction.
Adding a pipeline stage in Salesforce
Example content only. Created by Runthru Software.
Select the Setup Icon
Choose Setup from the menu
Select Objects and Fields then Object Manager
The Object Manager list is shown.
Find and select Opportunity from the list.
Select Fields & Relationships
Locate and select Stage
Navigate to the Opportunity Stages Picklist Values
Add a Stage Name
Choose a Type from the list. Typically this will be Open
Add a Description if necessary
Add a Probability of closing this opportunity in this new stage.
Choose a Forecast Category. This will typically be Pipeline.
Omitted - not a step at all
Best Cast - maybe
Commit - likely
Closed - really likely
The Stage window is shown.
Your new stage is shown in the Opportunity Stages Picklist Values
Press Reorder in this section
Select the new Pipeline stage in the list
Use the buttons to reposition the new stage.
The stages should now be shown in the correct order.
End of procedure.
This page was created in Runthru Instruction. It's example content only, created to demonstrate the quality of content that you can make in the application.