Make Task plan stages Editable

The task plan stages as they are don't align with the stages I am doing business in Canada. It would be great if we could change the names to make more sense

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Mar 22 2022
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LionDesk Transactions

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Steven Lopez commented

2 May, 2022 05:24pm

Hi Lions,
You can modify or create new stages within a Transaction Type for Transaction Plans. In order to customize or create new stages, you must have a Pro+ plan or higher. I added a help article below that will show you how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360036413831-How-to-Customize-a-Transaction-Type

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