When you install NetHunt, we already include some sample pipelines and stages for you to see the basics of what your new CRM can do. Need something different? No problem! You can always customize the ones we already created. Here's how to:
Go to Settings - Folder and Field Management - Folder - Stage/Status field
Click on the field and you will see the settings for it, including the stage/status options that are there by default.
When you click on one of these presets, you can change it's name and by clicking on the color icon you can change the color of it.
In order to add another stage/status, just click on "Add Preset" and set one up - you can also edit the name of it right now or later on and change the color.
Don't forget to hit "Done", save the changes and use you new amazing stage/status pipeline!
Haven’t found the answers you’re looking for? Ask our Users Community.