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How to add products to stage workflows
How to add products to stage workflows

How to add products to newly created or pre-existing stages workflows

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

When you need to add products to the stages workflow, please follow these steps:



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 Products button

  • Select products by clicking on the Thickbox from the left-hand side of each row

  • Click on the Confirm & Save button, when the selection is complete

Please note:

  • If you wish to delete a product from a specific stage list, you can use the "X" button next to the product desired to be removed from this stage.

  • This will not permanently delete the product from your system, but just remove it from the specific workflow stage.

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