As the Account Owner, you can create, edit, and delete stages for streamlined workflow throughout your team. 

Note: The "Lead", "Closed" and "Trash" stages are used by the system, and cannot be renamed or deleted.

Creating Stages 

1. Go to Admin > Stages

2. Add Stage

3. Add the stage Name and Description (optional) > Update Stage 

Editing Stages

Renaming & Updating the Description

1. Go to Admin > Stages

2. Click the Edit icon to the right of the stage 

3. Make the necessary changes > Update Stage 

Reordering the Stages

1. Go to Admin > Stages

2. Select the Grip Icon > Drag and Drop to the desired order 

Deleting Stages 

1. Go to Admin > Stages

2. Click the Delete icon to the right of the stage 

3. Select a Stage to reassign the leads to > Yes, delete stage