The Stage field is a rather unique field type. It allows you to create your own flow within FreeAgent CRM. Whether you want to create a Sales pipeline or to capture the progress of a different process, this field type is the right one for you.
Note: You can only have one Stage field per App.
Before Creating your Stage Field
To create this field, you will need to first create a Choice List for your Stage field, you can do so right under Choice Lists for the desired App, or you can go to Manage Choice List and create it there. To learn more about how to create Choice Lists, please visit the following tutorial:
Manage Choice Lists
Configuring a Stage Field
Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.
The field type must be set to 'Stage'.
Under Choice List, select the one you created previously with all the Stages you need for your field.
Enable the 'Required' checkbox if the information for this field is mandatory. It means that if you enable this option, every time a team member creates a new record, they will need to upload an image for this field in order to save it.
If you enable the 'Lock After Create' as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward.
Once you are done setting your field, click the save button.
Note: All new fields are added at the bottom of the form.
Default Value
Once you have created the field, you can edit it to add a Default value. This is a great option to prefill some of the data in your records.
You could set the Stage of your Opportunities to "New" as the default value. When anyone from your team creates a new Opportunity the Stage will already be New, which will save them time.
Reorder Stages
You can reorder the Stages as required, just click the reorder button available on the Manage Choice List page. You can get there faster by clicking right on the Choice List name in the Reference info column in Form Fields.
There you will be able to drag and drop the Stages in the desired order. Once you are done reordering them, just click the 'Save' button.
Delete Stages
If your process ever changes, you have the option to delete one of the existing Stages. You will need to select another Stage to update all the records that currently are in the Stage you want to delete. Just select the right Stage on the dropdown and save. Confirm the process if you wish to continue.
Note: Once a Stage is deleted, the record's information will be updated with the select Stage. This process can not be undone.