A. The Record Type Name assignment becomes permanent upon Save of a new Record Type.

B. An Opportunity Record Type will need to be created and assigned to the Sales Process.

C. All Picklist values on the Page Layout must be added to the Master picklist Value List or be active values.

D. The Record Type's Page Layout is assigned to Users through their Profile assignments.

E. Adding a new value to the Record Type Master Picklist Value List adds the value to all existing Record Type picklists.