How to View Stage History

SubcontractorHub automatically records each stage a proposal progresses through. The Stage History tab allows users to track when a proposal entered each stage, providing a clear record of its movement through the sales process.

Follow the steps below to view a proposal's stage history.

Step 1: From the main menu, go to the “Customers” tab.

Step 2: Click “Proposals” within the “Actions” section.

Step 3: Click “View Detail” on the proposal card.

Step 4: Click the “Stage History” tab on the left.

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Last updated on June 16, 2025