Stage Dialog Box
Use this dialog box to move a project from one project stage to another (for example, from Shortlisted to Won). In addition to selecting the new stage, you can specify the date of and reason for the change, along with any other supporting information you want to save.
This dialog box is only available if either the CRM module or the CRM Plus module is activated.
- Related Topics:
- Display the Stage Dialog Box
You display this dialog box from the Projects hub. - Contents of the Stage Dialog Box
Use the fields and options on this dialog box to move a regular project from one project stage to another and to specify the date of and reason for the change, along with any other supporting information for the change.
Parent Topic: Fields and Options