How to edit a Stage

1. To start creating a stage, depends on which module you are in. If you are in the visitor module then you will need to use the left-hand navigation panel and then go into ‘Stages’.
2. If you are in the contractor module, then you will need to use the left-hand navigation panel and click on ‘Workflow & Inductions’ and then into ‘Stages’.
3. This will take you to the stages list. If you want to edit a stage, click the pencil icon.
4. From here you will be able to edit any aspect of the stage.

This guide is to walk the reader through how to edit a stage.