Create opportunity stages

task australia Updated Sep 10, 2026 1 min read opportunity-management-opportunity-stages.md
Raw file servicenow.com

Create sales cycle stages for an opportunity.

Before you begin

Role required: sn_opty_mgmt_core.opportunity_setup_writer

Procedure

  1. Navigate to All > Opportunity Management > Opportunity Stages.

  2. Select New to create an opportunity stage or select an existing opportunity stage to make changes.

  3. Fill in the fields in the Opportunity Stage form.

    Field Description
    Name Name of the opportunity stage. For example, Qualify or Develop or Propose or Negotiate.
    Order Sequence number that determines this stage's position relative to other stages in the sales cycle. When you map this stage to a sales cycle type, fill in the same value for the Order field in the Sales Cycle Stages list.
    Type Type of the opportunity stages. For example, Open or Closed.
    Active When selected, the opportunity stage is active.
  4. Select Submit.

    The sales cycle stage is created for the opportunity.

Related topics

Using Opportunity Management

Opportunity Management

Search documentation
Search document titles and file paths on the australia branch