Can I customise the number of Stages visible in Opportunities?

Product: Act! Essentials

You can change the number of Stages however you must select a minimum of 2 stages or a maximum of 6. You are unable to hide a Stage currently selected within an Opportunity.

How to customise when using a desktop browser

  1. Click Profile down the bottom left corner and select My Profile
  2. On the left, click Preferences
  3. At the top of the page click Opportunity Stages
  4. Use the tick boxes to the right of each Stage to determine which Stages are visible

How to customise when using a mobile device

  1. Tap the Gear icon in the top right corner
  2. Select Preferences
  3. At the top of the page tap Opportunity Stages
  4. Use the tick boxes to the right of each Stage to determine which Stages are visible

 

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