Modify or Create an Account Process and Stages via Settings

To modify or create an Account Process and Stages via Settings:

1. Go to Administration > Settings.

1. Expand Accounts > Process 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 Edit Stages.

2., Click Add Stage:

• Set up the account stages you wish to have.

• Once finished creating the stages, click Back.

1. To Modify a Stage Name, select the process and expand the process and stages and click Edit Stages: 

Click Edit:

Edit the name of the stage and click Save: