Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Opportunity stages and steps

Updated on May 10, 2021

When you create stages and steps for an opportunity case type, ensure that you follow these rules.

Pega Sales Automation Implementation Guide
  • Create all stages as Primary Stages.
  • Create all steps as Optional Processes.

The case type definition for an opportunity doesn't include the steps for the various stages. Because all opportunities are unique, the Pega-provided case type definition does not force the sales representative to move from one stage or step to another. All stages and steps are intentionally set up as optional so that sales representatives can move an opportunity from any stage to any other stage.

  • You can view what stage a case is on and review the optional processes (recommended steps) for each stage in the crmDisplayStages case stage display section. Each step displays as a link that you can click to launch the flow rules. When you complete a process, the corresponding step in the stage is marked complete. The section rule name varies depending on the opportunity type.

    • Large group opportunity – PegaHCSPM-Work-Opportunity-LG
    • Small group opportunity – PegaHCSPM-Work-Opportunity-SM
    • Individual opportunity – PegaHCSPM-Work-Opportunity-Ind
    • Medicare opportunity – PegaHCSPM-Work-Opportunity-Ind-Medicare
  • If your implementation requires the opportunity case type to advance automatically from one stage to another or to launch processes automatically, you can use the Pega Platform configuration settings on the Stages tab of the opportunity case type rule form to add Automatically launched processes. However you must replace the crmDisplayStages section with the Pega-provided pxDisplayStages section in the pyWorkSummary sections.
  • Previous topic Opportunity case type rules
  • Next topic Configuring opportunity update attempts for small group opportunities

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us