# Opportunity Stage Gating

### Guide to modify opportunity stages and add rules

1. Go to Revenue in the [Settings](https://run.rox.com/settings) page

<figure><img src="/files/QfWVjf4ApV17Xn0T7z6e" alt=""><figcaption></figcaption></figure>

2. You can add or modify the stage names and their order
3. Click on the `...` button to the right of a stage and go to **Stage Validation** to set up validation rules and approval flows for a particular stage
4. Assign Reviewers - For each phase of the approval process, you can select multiple users who can approve it. In this example

<figure><img src="/files/1DoQnGKnAM4ZTJi6PvQV" alt="" width="563"><figcaption></figcaption></figure>

In this example, an approval from either Diogo or Ishan will complete the Phase 1 of approvals

5. Add mandatory fields - You can mark opportunity fields that must be filled up by the seller before an opportunity in that stage can be sent for review

<figure><img src="/files/x8KRfQejXvvZqvL7iIhP" alt=""><figcaption></figcaption></figure>

6. Configure stage duration and reminder notification settings and click on **Save**
7. Enable **Sequential Stage Progression** to ensure that opportunities can be progressed only to the immediate next stage.

### Process to change the opportunity stage

* Once the rules are set up, whenever a seller changes the stage of the opportunity, they will be prompted to fill out the mandatory fields.
* Post that, the opportunity will be marked under review. Reviewers **get email and in-app notifications** when their review is required.

<figure><img src="/files/Oh7GPgPPcEC7MNsFaQGw" alt=""><figcaption></figcaption></figure>

* They can navigate to the **Approvals** tab of the opportunity and provide their review. Rejecting an approval request will move the deal back to the original stage

<figure><img src="/files/BxgqyJUbb7NbtSlsKnvO" alt=""><figcaption></figcaption></figure>

* Opportunity owners can cancel the stage change request from the **Approvals** tab if they want to undo this while the review request is open.


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