Setting Default Stage for Fusion

Setting Default Stage for Fusion

When you have installed CBOS Fusion, you can set the default stage for newly converted Opportunities.
  1. To do this, you will need to go to the setup (spanner in the top right-hand corner).


  2. Click on the All under Marketplace.


  3. Then click into 'Installed' and locate CBOS Fusion:


  4. Locate CBOS Fusion and click Configure under it.


  5. When you select CBOS Fusion, go to the 'Extension Settings' section and click the pencil on the right-hand side to edit.

  6. Insert the stage that you want to set as the default and click 'Save'.


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