Opportunities: Stage, Pipelines and Phases

  • Posted on: 20 February 2015
  • By: feridun

As CRM has evolved over the years, different ways to categorize where one is in an opportunity have been introduced.

In CRM 2013 and later, the text field Pipeline Phase is intended, I believe, to be populated by a workflow based on the current stage in the business process flow linked to the opportunity.

Other relevant fields to explain

  • Sales Stage
  • SalesStageCode
  • Step


More to add ................