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Sales > Opportunities > About Sales Stages and the Mass Update Feature

About Sales Stages and the Mass Update Feature

When you use the mass update feature to update the Sales Stage field on opportunity records, the values that are available for you to select in the Sales Stage field for a record are determined by the following:

• The value in the Opportunity Type field
• The default sales process assigned to your user role if one is assigned

If the Opportunity Type field on an opportunity record is blank, and if you do not select an opportunity type when you update the record through the mass update, then the following happens:

• If a default sales process is assigned to your user role, then the sales stages for that sales process are available for selection in the Sales Stage field in step 2 of the mass update.
• If a default sales process is not assigned to your user role, then the sales stages for the default sales process for the company are available for selection in the Sales Stage field in step 2 of the mass update.

If the Opportunity Type field on an opportunity record is already populated, or if you select an opportunity type when you update the record through the mass update feature, then the following happens:

• If a specific sales process is associated with the opportunity type, then the sales stages for that sales process are available for selection in the Sales Stage field in step 2 of the mass update.
• If a specific sales process is not associated with the opportunity type, then the following happens:
  • If a default sales process is assigned to your user role, then the sales stages for that sales process are available for selection in the Sales Stage field in step 2 of the mass update.
  • If a default sales process is not assigned to your user role, then the sales stages for the default sales process for the company are available for selection in the Sales Stage field in step 2 of the mass update.

If the Opportunity Type field on an opportunity record is already populated, but you clear the value from the Opportunity Type field when you update the record through the mass update feature, then the following happens:

• If a default sales process is assigned to your user role, then the sales stages for that sales process are available for selection in the Sales Stage field in step 2 of the mass update.
• If a default sales process is not assigned to your user role, then the sales stages for the default sales process for the company are available for selection in the Sales Stage field in step 2 of the mass update.
• If you do not update the Sales Stage field through the mass update, then the Sales Stage field on the opportunity record remains unchanged when you complete the mass update. However, the next time a user attempts to update the value in the Sales Stage field on the opportunity by editing it inline or on the Opportunity Edit page, the values that are available for selection in the Sales Stage field are determined as follows:
  • If a default sales process is assigned to the user’s user role, then the sales stages for that sales process are available for selection in the Sales Stage field.
  • If a default sales process is not assigned to the user’s role, then the sales stages for the default sales process for the company are available for selection in the Sales Stage field.

For more information about using the mass update feature, see Updating Groups of Records.