Modify-Account-process-stages-via-Administrator_Module

In the Maximizer Accounts Module; you can change/customize the account stages so that it fits your sales process.

To modify the Account stages/Process:

1. Select Administration.

1. Select Administrator.

1. Select Accounts.

1. Select Processes and Stages.

1. Select Add Process.

1. Provide a name for this new Accounts Process and select Save.

1. Next; define the stages within this new process by selecting Add Stage.

• Set up the account stages you wish to have.

1. Once you have completed this; you may exit the Administrator Module and head back to your Accounts. You will see the process and account stages show up for new accounts.