Update Opportunity Stages on the Forecasts Page in Lightning Experience

Forecasts users can now update stages in the opportunity list without leaving the forecasts page. Previously, inline editing was available for other fields, but not for Stage.

Where: This change applies to Lightning Experience in Professional, Performance, and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.

Why: Users can click the pencil icon to edit an opportunity’s stage.

The forecast page's opportunity list, with the inline edit icon highlighted in the Stage column
Note

Note

Inline editing isn’t available if Stage is a controlling or dependent picklist field.