Create a sales cycle for an opportunity

Create a sales cycle type for an opportunity.

Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

Procedure

1. Navigate to All > Opportunity Management > Sales Cycle Types.

2. Select New to start a new sales cycle type or select an existing sales cycle type to make changes.

3. Fill in the fields in the Sales Cycle Type form.

   Fields	Descriptions
   Code	Type of sales cycle. For example, NEW RENEW or NEWCUST or UPSELL.
   Short Description	More information about the new opportunity sales cycle.
   Active	When the checkbox is selected, the sales cycle is active.

4. Select Submit.

   The sales cycle type has been created for the opportunity.

What to do next

Add sales cycle stages to your opportunity. To learn more, see Create opportunity stages.

Related topics

Using Opportunity Management

Opportunity Management