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
- Go to Settings > Partners > Prospective Partner Stages.
- Click the New Prospective Partner Stage button.
- Name the stage.
- Select the Probability for this stage.
- Select the type of stage and whether this is the default stage for newly created Prospective Partners.
- 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