Setting up a marketing stage
unavailable in ajeraCore
Ajera automatically sets up common, industry-standard marketing stages.
You can set up, change, or delete marketing stages to reflect the typical steps of the business-development process at your firm.
- From the Setup menu, click Marketing Stages.
- Place the cursor one row above where you want the new marketing stage.
- Click the New button.
- In the Description field, type the name of the marketing stage.
- In the Long Description field, type a long, more descriptive name for the marketing stage. This description appear on the
- Click Save. The marketing stage appears in a row below the cursor. To move it,
click the row and click
or 
. The order of the marketing stages
reflects the sequence of the business-development efforts
at your firm. This order appears on the
See also
