From this View the Administrator can add (set up) Opportunity Stages, give an Opportunity Stage a name, set the default close probability associated with a stage, determine the stage types, set which stage will be the default stage and also set the order it will appear in drop down list the users will see. Most clients find it helpful to have the stages they create in the Dashboard mirror the stages they have defined in their CRM system, because this provides consistency and a common language between tools you use to manage your sales process. There is no limit on the number of stages you can define.
Administrators can manage Opportunity Stages by clicking on their name in the top right of the View and selecting Admin, then clicking Opportunity Stages in the left-hand panel.
Please note that you cannot delete an Opportunity Stage if that stage is currently in use on your Opportunity grid. Locate that Opportunity and re-assign the stage to another stage and then you can delete the stage.
Go back to Admin Guide for SDA Dashboard