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 and Select the "Settings", from the Company Dashboard page.
On the Settings page, click TBD Stages. You will be redirected to the TBD stages page.
Once you navigate to the TBD Stage page, the default TBD stage will be automatically displayed in a deactivated state. To use a default TBD stage, enable the toggle button to activate it.
Step 2 : Creating a New TBD Stage
To create a custom 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.
The newly created custom TBD stage will now be available in the Stage dropdown when adding or editing a transaction. Custom stages appear under the Custom section of the dropdown list.
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.
To edit a TBD stage, click the pencil icon and update its details. To delete a TBD stage, click the trash icon.
Note: The Default TBD stages cannot be modified or removed. Only custom TBD stages can be edited or deleted.
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- Accountable Support