Sometimes you may want to define more custom opportunity types more than what is available in the system. Or, you may want to rearrange or remove the existing opportunity types as they appear in the dropdown. 

You may accomplish both by following the steps as given below:

Adding new opportunity types:

  • On the left navigation menu, click on the gear icon named Settings. 
  • Click on Custom Fields.
  • Click on Opportunities.

  • Click on the more ellipsis at the far right corner of Opportunity Type and then click on Edit.

  • On the edit window, scroll to the bottom and click on the + icon beside the last value to add new opportunity types.

  • Enter a new value in the field. 
  • Click on the Save button at the bottom right corner to save the changes.

Reorder existing opportunity types:

  • In the edit window, click on the hamburger icon on the left of each value.
  • Drag and drop the types one above the other to reorder the dropdown list.

Delete existing opportunity types:

  • Click on the trash icon beside each opportunity type to delete it.