1. Click > > > .

  2. Press CTRL+N to create a new record.

  3. On the tab, specify a stage ID and description and select the appropriate parameters for the stage.

  4. Select the parent stage for the current stage or leave the field blank if the stage in the initial stage in the stage setup.

Note Note

After you save the stage, the field cannot be modified. Instead, you must delete the record and create the record again with a different selection in the field.

Additionally, you can only create one stage with a blank previous stage. That is, only one initial stage is allowed.

See Also