In Accountable CRM, the TBD Stages feature on the Company Admin page allows to create, edit, and manage TBD stages used during transaction creation. This helps maintain a structured workflow and ensures consistency across all company users.
How To Create TBD Stages:
Follow these steps to create, edit, and manage TBD Stages effectively.
Step 1 : Access the TBD Stages
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Settings", from the Company Dashboard page.
On the Settings page, click TBD Stages. You will be redirected to the TBD stages page.
Step 2 : Creating a New TBD Stage
Click "Add TBD Stage" button located in the top right corner.
Once you click . A modal pop-up will appear. Enter a TBD stage name and click on save button.
It will reflect on the TBD stage grid table and Transaction creation popup.
When the toggle is turned On, the TBD stage will be displayed in the Transaction Creation popup. When the toggle is turned Off, the TBD stage will not be displayed in the popup.
Step 3 : Editing or Deleting a TBD Stages.
Note: Only custom TBD stages can be edited or deleted. Default TBD stages cannot be modified or removed.
To edit a TBD stage, click the pencil icon and update its details. To delete a TBD stage, click the trash icon.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support