A process allows you to define or customize the stages in the sales process for leads or opportunities.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create processes: | Customize Application |
When you select status values for a process, think of all the stages a lead or an opportunity goes through. For example, for deal registration, the Lead Status values could be New, Submitted, Approved, Rejected.
Create a process for leads. Create a separate process for opportunities.
Tip To use more values than the primary process record provides, customize the Lead Status picklist
values for leads before you create the lead process. Also, add the Deal Registration to
the Lead Source picklist values.
- From Setup, enter Processes in the Quick Find box.
- To create a process for leads, select Lead Processes. To create a process for opportunities, select Sales Process under Opportunities.
- Select the stages best suited to the lead or opportunity and your business needs.
- Save the process.