Processes and Stages

You can start an account in the first stage in a process and move the account to the next or previous stage in a process. You can also view the processes and stages available to you based on your permissions.

Related Topics

Start an Account in a Process

Move an Account to the Next Process Stage

Move an Account to the Previous Process Stage

View the Available Processes and Stages for an Account

View Process and Stage History

Manual Process Stages

Process Stages