Opportunity Management - Sales Stage Tasks

Pgm: OMSTAGETASKS – Sales Stage Tasks; standard Treeview path: Opportunity Management > Setup > Sales Stage Tasks

This screen is used to maintain the sales stage tasks associated with sale stages. Defining these tasks breaks the sales stages into specific, prioritized tasks. Once created, these tasks can be viewed and/or inserted into the Tasks section of the Life Cycle tab of an opportunity. For more information, please refer to Opportunity Management - Opportunity - Life Cycle - Tab.

The following provides descriptions for the fields of a sales stage entry.

Stage

Sales stage associated with the sales stage task.

Sales stage codes are maintained on the Opportunity Management - Sales Stages screen.

Stage Description

Description of the sales stage.

Task

Enter a code to identify the sales stage task, which is associated with the sales stage selected by the Stage field.

Description

Enter a description of the sales stage task.

Priority

Enter the priority of the sales stage task.