How to: Skip Sales Cycle Stages
You can skip stages in the sales cycles that your opportunities follow, for example, if they move faster than what is expected in the model they follow.
Within a sales cycle, only the stages for which the Allow Skip check box has been selected in the Sales Cycles Stages window can be skipped.
You can skip stages from the Opportunity List window. Depending on from where you access the Opportunity List window, the window shows opportunities for contacts, campaigns, or salespeople. The following procedure shows how to skip a sales cycle stage within an opportunity from the Salesperson/Purchaser Card.
To skip a sales cycle stage
In the Search box, enter Salespeople, and then choose the related link.
Select the salesperson responsible for the opportunity.
On the Navigate tab, in the Salesperson group, choose Opportunities, and then choose List.
On the Opportunity List window, on the Actions tab, in the Functions group, chose Update. The Update Opportunity wizard opens.
In the first window of the wizard, select the option Skip, and choose the Next button.
In the second window of the wizard, select the new sales cycle stage you want to move the opportunity to.
Fill in the other windows of the wizard to specify new information about the opportunity, for example, to modify the estimated value of the opportunity.
The Date, Estimated Value (LCY), Chance of Success (%), and Estimated Closing Date fields are required and must be filled in before you choose the Next or Finish button.
After you have entered all the necessary information, choose the Finish button.
See Also
Tasks
How to: Set Up Sales Cycle Stages
How to: Set Up Opportunity Sales Cycles
How to: Move Opportunities to a Previous Stage
How to: Move Opportunities to the Next Stage
How to: Update Opportunities
How to: Close Opportunities
Other Resources
Opportunity List
Salesperson/Purchaser Card
Estimated Closing Date