What action automatically moves the Opportunity to Stage 5?

• A. Approving the budget
• B. Scheduling a kickoff meeting
• C. Notified by customer
• D. Submitting Sales Support case: Contract Audit/Entry

Answer: (D)

Opportunities advance through stages based on automation rules that trigger when specific internal tasks are completed. The action that moves an Opportunity to Stage 5 is submitting the Sales Support case for Contract Audit/Entry because that step formally initiates contract review and data entry, which the system recognizes as the signal to progress to Stage 5. The other actions don’t automatically trigger the stage change: approving the budget is a financial prerequisite that may occur beforehand but doesn’t by itself advance the stage; scheduling a kickoff meeting is a planning milestone; and being notified by the customer is external feedback. Only the contract audit/entry case provides the internal signal that the contract process is ready to proceed, making it the correct trigger for Stage 5.