At a process level , Opportunity-level Presales Status should be updated by the last Pre-Sales engineer to change the Assessment result on any of the product-line Pre-Sales statuses. Also, the same individual is responsible to move the opportunity to Stage 3. (No system enforcement) .

An opportunity can be taken back to any previous stage from the context of the current stage. Example – from Stage 3 to Stage 2 or Stage 1.

An opportunity must go through Stage 1 to Stage 6 in a sequential manner; no stage can be skipped with the exception of stage 0 to stage 1 and to Closed Lost . This means an opportunity can be created in Stage 1 directly.

An opportunity can be put to Closed Lost from any stage.

An opportunity can be associated with one or more Price Book.

Opportunity with 3 or more site requirements would be attached as an XLS file to the Opportunity.

You can move to stage 2 without adding products.

Approvals must be done through the Memo App, but it is not required to attach documentations in Salesforce.

For Pre-Sales revalidation, the Opportunity must be moved back to Stage 2 if it is already at a later Stage.

You should create 1 Opportunity per site.

When should you clone an Opportunity?

How many times can you Clone an Opportunity?

When will Pre Sales receive an automated email notification for an Opportunity?

What will be your Username in the live Salesforce environment starting next week?