Changing a marketing stage

1. From the Setup menu, click Marketing Stages.
2. Click the marketing stage you want to change, and click Edit.
3. In the Description field, change the name of the marketing stage, if needed.
4. In the Long Description field, enter, change, or delete the long name for the marketing stage. The long name appears when working with marketing stages (on the Project Info > Business Development > Stages tab of the Project Command Center).
5. Click Save.
6. Click and to move the new marketing stage to the appropriate place in the list.

The order of marketing stages in this list is important because it represents the sequential order of BD efforts at your firm. This order appears on the Stages subtab in the Project Command Center.

See also

Inactivating a marketing stage