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How to add/delete Stages
How to add/delete Stages

How to add a new stage or delete a previously created Stage from a workflow.

Mario Dasca avatar
Written by Mario Dasca
Updated over 2 months ago

If you need to add a new stage or delete a stage previously created on a workflow, please follow these steps:
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Step 1: Access the Settings Page

  • Begin by navigating to the Settings Page in your system.

Step 2: Navigate to General Settings

  • Locate the General tab in the Settings Page

  • Click on Stages Workflow

Step 3: Manage Stages

  • On this screen, you can expand the category that you need to manage stages into

  • Click on the +Add Stage button to add a stage, followed by the Save and Add More button

  • Click on the Remove Stage button next to the corresponding row to delete a stage

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