How to: Set Up Opportunity Sales Cycles

You can set up opportunity sales cycles for the cycles that you usually follow to manage your sales opportunities.

To set up an opportunity sales cycle

  1. In the Search box, enter Sales Cycle, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in the Code, Description, and Probability Calculation fields.

Repeat these steps to set up as many sales cycles as you want.

Note

After you have set up opportunity sales codes, you may want to set up the different stages within each cycle.

See Also

Tasks

How to: Create Opportunities
How to: Set Up Sales Cycle Stages

Other Resources

Probability Calculation