You can launch processes from completed stages. Review the chevron view on stages by using the Live UI and clear the EnablePastStages check box to disable links from completed stages.

The StageChevronView section renders the overall case life cycle and includes a crmDisplayStages section that displays the stages and processes within a stage. This section is parametrized to enable or disable links for optional processes from completed stages.

Mandatory processes are modeled as automatically launched processes. You can update stages, steps, and validations from case designer.

1. In the navigation pane of App Studio, click Case types.
2. Open the Opportunity case.
3. On the Workflow tab, choose where you want to add a stage in the process:
   • To insert a stage after the last stage in the list, click STAGE.
   • To insert an alternate stage, click ALTERNATE.

   The order of the stages determines the order in which the application displays the stages. You can drag stages to change their order.

4. Click Save.

Specify the field value for a new Opportunity stage to support the localization of the stage name in portal displays, reports, and user forms.

1. In the navigation pane of Dev Studio, click Records.
2. Expand the Data Model category, right-click Field Value, and then click Create.
3. On the Create Field Value form, enter basic information about the field:
   1. In the Label field, enter the stage name.
   2. In the Field Name, enter OpportunityStage.
   3. In the Apply to (class) field, enter your implementation class.
4. Click Create and Open.
5. On the Localized label tab, verify that the to field displays the name of the stage that is displayed in the user interface.
6. Click Save.

1. In the navigation pane of App Studio, click Case types.
2. Open the Opportunity case.
3. On the Workflow tab, choose where you want to add a step:
   1. Hover over PROCESS for any stage or alternate stage to which you want to add a step, and then click STEP.
   2. Enter the name of the step.
4. Click Save as.

Enable the opportunity splits feature so that multiple team members can collaborate on an opportunity, and share the opportunity revenue.

1. In the navigation pane of App Studio, click Settings > Application Settings.
2. On the Features tab, select the Opportunity Splits check box.
3. In the navigation panel of App Studio, click Reports.
   1. On the Reports screen, search for and open an opportunity report.
   2. Click Actions > Export and export your opportunity data as a CSV file.
4. In the file that you export, update the data to include the team members and their split allocations.
   To avoid mapping errors, ensure that the total percentage values for a team equal exactly 100%. For more information about how to enter data correctly, see Pega Sales Automation entities.
5. In the navigation pane of Dev Studio, click RecordsSysAdminDynamic System Setting.
   For the initial split data allocation, import only Opportunity ID's in the CSV file by using the Add or Update option. By doing this the opportunity owner gets 100% and the rest 0%. For the optional process performance, set the batch size value to 1.
   1. Search for and open the import/BatchSize dynamic system setting.
   2. Set the value to 1.
   3. Click Save.
6. Import the updated data by using the Add or update option in the data import wizard.

   For more information, see Pega Sales Automation data import.

• Configure the sales process