Dynamics 365 Business Central - Set Up Opportunity Sales Cycles and Cycle Stages
Watch our short video to learn how to set up opportunity sales cycles and cycle stages.
Learn how to set up opportunity sales cycles and cycle stages
Before you can start using sales opportunities, you must set up sales cycles and sales cycle stages. A sales cycle is made up of a series of stages that go from the initial contact to the closing of a sale. Each stage can have certain requirements that must be met, such as requiring a sales quote, before an opportunity can go to the next stage. You can also specify whether a stage can be skipped. You can setup as many sales cycles as you need, and you can set up as many sales cycle stages as necessary within a sales cycle.
Implementing opportunity sales cycles involves setting up the sales cycle code, defining the different stages of the cycle, and then assigning the cycle to opportunities.