The Deal stages display the various stages of development for each Deal from its creation to its closure. Additionally, if you track multiple Trade types, you can create different statuses for each trade type. You will see an overview of Deals with their open statuses on the Deal dashboard.
You can edit statuses directly on the detail card of the Deal or in Settings. In this article, we will show both options.
Editing the status on the deal card
On the detail card of the Deal, you can see the axis with all the statuses of the Deal. Behind the open statuses, there is a button with an setting icon for editing statuses. In the detail view, statuses can be modified by any user who has permission to edit code lists (app settings).
Clicking this button will display a window for editing statuses. Here you can rename, add, invalidate, delete, change their color or set the Probability.
Editing statuses in settings
The administrator can also perform status editing in settings. Just click on your name » Settings.
Select Record Settings » Deal.
In the General Settings tab, proceed to Trade types » Edit settings.
To edit statuses, click on the pencil icon next to the respective Trade type. Here you can rename, add, invalidate, delete, change their color or set the Probability.