Sales Stage Database Values

[bobdavis]

Question - I am a brand new user and wanted to edit the sales stages to match our steps in the process. I think I saved over the existing sales_stage_dom and now do not match to the database values. How do I see what the database values are so that I can map to them?

[krizslash]

You can use phpmyadmin to modify the existing value in opportunities table directly. For example the old database and sales_stage_dom value are:

Prospecting, Qualification, Needs Analysis,.....and Closed Lost.

then you modify the sales_stage_dom to:

'Prospecting','Qualification','Cover The Bases','Closed Won','Closed Lost'

off course the new sales_stage_dom values dont match with the old databse value.
So you can update the old sales_stage_dom in database (and the probability too) that you dont need anymore (Need Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review) to Cover The Bases by running a query:

update from opportunities set sales_stage='Cover The Bases', probability='50' where sales_stage in ('Need Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review')

And now all those old value that you dont need in database have changed to 'Cover The Bases' with probability value 50.