How to View Stage History

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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us