CRM Customizable Life Stage
Now you can easily customize the life stages of your WP ERP CRM contacts per your requirements. You will get that feature with the pro version of WP ERP.
Before there were 4 stages you could use as life stages,
- Customer
- Lead
- Subscriber
- Opportunity.
But now you can not only add a new life stage but also edit the existing life stages as well.
Let’s see the process.
Navigate to WP ERP—> Settings—> CRM.
Now, choose the Life Stages option from the below menu bar.
You can either edit the existing life stages or you can create a new one.
Add Life Stage
Just click on the Add Life Stage button, add Title, Title(Plural) , and Slug. Click on the Save button.
You will see the new life stage has been added.
Updating/Editing Life Stage
To edit a life stage, just click on the Edit button. Update per your requirements and click Save.
Now, if you visit the CRM dashboard, you will see the updated life stages.
Also, when you add a new contact to your list, there you will get the new life stages option as well.
That is how you can use the new CRM customizable life stage feature.
