How to add, edit, or delete Job Stages

This feature is only available for PRO Connect or Work Subscribers.

Follow these steps to get there:

1. Click on the Admin tab at the top.
2. Click on the Settings & Preferences tab on the left-hand side.
3. Click on the Stage & Type Values option.
4. Click on the Add or edit job stages link.

To add a new job stage:

1. Follow the steps above and click on the Add new job stage link at the bottom.
2. Type in the new job stage into the New job stages field.
3. Select a color on the right.
4. Click the Submit button at the bottom.

To edit a job stage:

1. Follow the first set of steps listed above.
2. Highlight the name of the job stage you want to edit and type in the new stage name.
3. Click the Submit button at the bottom.

To delete a job stage:

1. Follow the first set of steps listed above.
2. Click the trash icon next to the stage you want to delete. Note: To delete a job stage that does not have an icon, you need to update those jobs using the stage first.