{"id":7911,"date":"2021-06-29T23:48:05","date_gmt":"2021-06-30T03:48:05","guid":{"rendered":"https:\/\/www.centrix.one\/?post_type=docs&p=7911"},"modified":"2022-08-22T11:20:12","modified_gmt":"2022-08-22T15:20:12","password":"","slug":"how-do-i-edit-the-opportunities-labels-sales-stages","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/","title":{"rendered":"How do I edit the opportunities\u2019 labels (sales stages) ?"},"content":{"rendered":"\n

Guide<\/p>

You can change the sales stages\u2019<\/strong> labels without causing issues with your sync service.<\/p>

However, take note that, if your CentrixOne account is synced with accounting software, you should not change the sales sub-stage\u2019<\/strong> labels. Changing or deleting these labels will cause issues that will prevent your sync from working properly.<\/p>

If your CentrixOne account is not synced with accounting software, it\u2019s okay to change the sales sub-stage\u2019 labels.<\/p>

  1. Click on the Settings<\/span> module<\/li>
  2. Click on the Labels<\/span> sub-module<\/li>
  3. In the Opportunities<\/span> tab, click on the pencil icon located to the right of the label to rename it<\/li>
  4. OPTIONAL: to create sub-reports at a sales stage, click on the + Add a sub-report<\/span> button at the bottom of the page<\/li><\/ol><\/div>\n\n\n\n

    Note<\/p>

    You cannot change the colours associated with sales stages, nor change their percentage of probability.<\/p><\/div>\n\n\n\n

    Tip<\/p>

    By default, the more your opportunities progress through the sales stages, the more likely they are to be won. If your process is working in the opposite direction, consider renaming labels in the opposite direction. Therefore, the more your opportunities progress through the sales stages, the less likely they are to be won.<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

    Guide You can change the sales stages\u2019 labels without causing issues with your sync service. However, take note that, if your CentrixOne account is synced with accounting software, you should not change the sales sub-stage\u2019 labels. Changing or deleting these labels will cause issues that will prevent your sync from working properly. If your CentrixOne account is not synced … Lire plus<\/a><\/p>\n","protected":false},"author":34,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[917],"doc_tag":[],"class_list":["post-7911","docs","type-docs","status-publish","hentry","doc_category-crm-quebec-canada-opportunities-management"],"year_month":"2026-04","word_count":189,"total_views":"367","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Louis-Philippe Frenette","author_nicename":"lpfrenette","author_url":"https:\/\/www.centrix.one\/en\/author\/lpfrenette\/"},"doc_category_info":[{"term_name":"Opportunities","term_url":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/"}],"doc_tag_info":[],"yoast_head":"\nHow do I edit the opportunities\u2019 labels (sales stages) ? | CentrixOne<\/title>\n<meta name=\"description\" content=\"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I edit the opportunities\u2019 labels (sales stages) ?\" \/>\n<meta property=\"og:description\" content=\"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/\" \/>\n<meta property=\"og:site_name\" content=\"CentrixOne\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CentrixOne\/\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-22T15:20:12+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Grow_CentrixOne\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/\",\"url\":\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/\",\"name\":\"How do I edit the opportunities\u2019 labels (sales stages) ? | CentrixOne\",\"isPartOf\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#website\"},\"datePublished\":\"2021-06-30T03:48:05+00:00\",\"dateModified\":\"2022-08-22T15:20:12+00:00\",\"description\":\"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.centrix.one\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How do I edit the opportunities\u2019 labels (sales stages) ?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#website\",\"url\":\"https:\/\/www.centrix.one\/en\/fr-fr\/\",\"name\":\"CentrixOne\",\"description\":\"CRM et marketing \u00ab tout-en-un \u00bb. Simple. Intuitive. Abordable.\",\"publisher\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.centrix.one\/en\/fr-fr\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#organization\",\"name\":\"Centrix.One\",\"url\":\"https:\/\/www.centrix.one\/en\/fr-fr\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"Centrix.One\"},\"image\":{\"@id\":\"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/CentrixOne\/\",\"https:\/\/x.com\/Grow_CentrixOne\",\"https:\/\/www.linkedin.com\/company\/centrixone\",\"https:\/\/www.youtube.com\/channel\/UCzB7G3xsmsD8XHTDm3KhVuQ\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How do I edit the opportunities\u2019 labels (sales stages) ? | CentrixOne","description":"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/","og_locale":"en_US","og_type":"article","og_title":"How do I edit the opportunities\u2019 labels (sales stages) ?","og_description":"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.","og_url":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/","og_site_name":"CentrixOne","article_publisher":"https:\/\/www.facebook.com\/CentrixOne\/","article_modified_time":"2022-08-22T15:20:12+00:00","twitter_card":"summary_large_image","twitter_site":"@Grow_CentrixOne","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/","url":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/","name":"How do I edit the opportunities\u2019 labels (sales stages) ? | CentrixOne","isPartOf":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#website"},"datePublished":"2021-06-30T03:48:05+00:00","dateModified":"2022-08-22T15:20:12+00:00","description":"You can change the sales stages\u2019 labels without causing issues with your sync service, but you should not change the sales sub-stage\u2019 labels. Learn why.","breadcrumb":{"@id":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/how-do-i-edit-the-opportunities-labels-sales-stages\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.centrix.one\/en\/"},{"@type":"ListItem","position":2,"name":"How do I edit the opportunities\u2019 labels (sales stages) ?"}]},{"@type":"WebSite","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#website","url":"https:\/\/www.centrix.one\/en\/fr-fr\/","name":"CentrixOne","description":"CRM et marketing \u00ab tout-en-un \u00bb. Simple. Intuitive. Abordable.","publisher":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.centrix.one\/en\/fr-fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#organization","name":"Centrix.One","url":"https:\/\/www.centrix.one\/en\/fr-fr\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/","url":"","contentUrl":"","caption":"Centrix.One"},"image":{"@id":"https:\/\/www.centrix.one\/en\/fr-fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/CentrixOne\/","https:\/\/x.com\/Grow_CentrixOne","https:\/\/www.linkedin.com\/company\/centrixone","https:\/\/www.youtube.com\/channel\/UCzB7G3xsmsD8XHTDm3KhVuQ"]}]}},"jetpack_sharing_enabled":true,"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/7911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/comments?post=7911"}],"version-history":[{"count":7,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/7911\/revisions"}],"predecessor-version":[{"id":13838,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/7911\/revisions\/13838"}],"wp:attachment":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/media?parent=7911"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/doc_category?post=7911"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/doc_tag?post=7911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}