The process of managing an opportunity from beginning to end is tracked in the solution with a sequential series of stages.
The stages of the opportunity process display at the top of the opportunity form. They're an interactive map that represents the workflow stages you go through to obtain a gift or grant. You can configure the process to match your organization’s opportunity workflow.
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The process map shows each stage as a circle. A completed stage contains a check mark, and the current stage contains a dot. The left contains the number of days the opportunity has been active.
To move between the different stages, on the process map select the stage, and then:
Select Next Stage to move forward, or
Select the back arrow (<) to move backward
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