Prospective Partner Stages

You choose the process you want for approving/denying Prospective Partners. You can manage this process using the Prospective Partner Stages functionality. 

Prospective Partner Stages Window 

Create a New Stage

1. Go to Settings > Partners > Prospective Partner Stages.
2. Click the New Prospective Partner Stage button.
3. Name the stage.
4. Select the Probability for this stage.
5. Select the type of stage and whether this is the default stage for newly created Prospective Partners.
6. When you are finished, click Save. 

Create a New Prospective Partner Stage Window 

Edit a Stage:

You can delete or edit the names of the existing stages by selecting the Actions buttons next to the stages you want to edit/remove. 

Edit an Existing Prospective Partner Stage 

Related Articles:

• Partner Approval & Onboarding Guide