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What are stages?
stages Stages are custom lead and job statuses that can be set on each job.
Sighten EverBright automatically pre-populates stages within your account, but you can easily add new stages, or edit and delete stages that are not applicable to your organization's workflow. For your reference, here is are the stages that we set up for your organization by default:
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NoteAs you can see above, Sighten EverBright has prepared default stages for all organizations. |
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Edit the Name and click Save.
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Deleting a stage
To delete a stage, click on the Edit button beside the stage you'd like to delete. And then click on the trash icon:
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