Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce. The Chief Technology Officer…

Simply adding new values to the existing opportunity stage field would make those stages available to all sales processes, potentially confusing existing teams.

Using field-level security on opportunity stages is not how different sales processes are managed for different teams; field-level security controls visibility of fields, not stage progression.

This approach involves creating new opportunity stage values, then defining a new sales process that incorporates only these unique stages, and finally associating this new sales process with a dedicated record type and profile for the new sales team, ensuring they follow their distinct workflow. By using record types and sales processes, the new team's stages are isolated and don't interfere with the existing sales processes.

While a record type and page layout are necessary, creating a custom field for stages instead of using the standard Opportunity Stage field is an incorrect approach and wouldn't integrate with sales process functionality.