CRM pipeline and opportunity setup

Goal

Configure pipelines, stages, lost reasons, and opportunity policies (required fields, stale, auto follow-up).

Who it is for

crm.admin for CRM setup pipelines/options; crm.manage can Manage stages on the pipeline screen.

Preconditions

• Module crm enabled.

Steps

1. Open CRM → Setup → CRM setup.
2. Pipelines: create/rename pipelines; set stale-after days. A default Sales pipeline with Prospecting → Closed Won/Lost is seeded on first CRM use. Add or rename stages to match how you sell.
3. Manage stages (Pipeline or setup): Stage name (translatable), sort order, probability 0–100, Winning stage / Losing stage, active flag. Cannot deactivate a stage that still has open opportunities; cannot delete a pipeline that still has stages.
4. Lost reasons catalog for mark-lost.
5. Options: require lost reason / expected close / next step; auto follow-up on stage change (activity type + days); default stale days; reminder/digest settings.
6. Tags, Teams, Workflows as needed for deal process.

Result

Board columns and close rules match how your team sells.

Related

• Create an opportunity
• Win, lose, convert