Add New Activity Phases

Use the Activity Phase Settings tab under the Activities submodule to add new activity phases.

To use the Activities submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new activity phase:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new activity phase.
3. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
4. Click the Activity phase settings tab and click New activity phase .
5. You can edit the Phase Name and Phase Description fields by double-clicking on the corresponding field.