What is a Sales Process?
A sales process is used to determine which opportunity stages are selectable when record types are enabled. A sales process is not required if record types are not enabled. See Record Types for more information.
Defining opportunity stages:
When you define an opportunity stage, several other variables must be defined in addition to stage name:
Stage type is referenced in opportunity reporting:
For instance, running a report with opportunity status “Open” would include only opportunities with a stage type “Open”:
Note: Stage Name and Stage Type are not always correlated.
Probability represents the likelihood that an opportunity will be sold, and is used to calculate expected revenue.
Expected Revenue = Amount x Probability
The forecast category is used to populate a user’s forecast data:
Nice to know:
Standard fields “Closed” and “Won” provide an easy way to summarize opportunity information in reports:
Closed: True if Stage Type is “Closed/Won” or “Closed/Lost”, else False.
Won: True if Stage Type is “Closed/Won”, else False.