Liaison EMP

Hide "Prospect" as a Stage option

We do not use the prospect status...we want all of our staff to enter students as "Inquiries". Is it possible to hide "Prospect"?

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  • Aug 22 2017
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CRM
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  • Andrew Mallen commented
    29 Jan, 2018 02:17pm

    While there is no ability remove the stage completely, it is now possible with custom stages to rename the Prospect stage to something else. This may help with your internal workflow if you rename it to something along the lines of  'Do Not Use'.

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