Follow these steps to add and customize stages for your property or contact records.
Step 1: Open the Stages Page
• From the home page, go to the top right.
• Hover over Settings.
• Click Records.
• Select the Stages tab.
Step 2: Add a New Stage
• Click the Add Stage button in the top right (green button).
• Set Stage Type:
• Choose Properties if the stage is for property records.
• Choose Contacts if the stage is for contacts.
Step 3: Configure the Stage
• Enter the Stage Name (example: Prospect).
• Select if you want to Pin the stage to the menu on the left (Pin to Menu)
•If you choose to Pin to Menu, then select if this should be a ‘Primary Menu’ or ‘Secondary Menu’. Secondary Menu are contained within a Primary Menu.
• You can also choose a Menu Icon
Step 4: Save the Stage
• Click Add Stage (green button at the bottom right).
• Your new stage is now active and can be applied to any Status.
