How to add, edit, or delete Quote 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 quote stages link.

To add a new quote stage:

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

To edit a quote stage:

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

To delete a quote 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 quote stage that does not have an icon, you need to update those quotes using the stage first.