Add New Activity Phases

To use the Activities submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new activity phase:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
3. On the Activity Phase Settings tab, click New Activity Phase .
4. You can edit the Phase Name and Phase Description fields by double-clicking on the corresponding fields.