Make the Pipeline Workflow and Project Stages Customizable
complete
Dave Robertson
Right now, the Project Stages in the Lead Pipeline and Active Project pipeline are preset with specific stages.
Every business' workflow is different so ideally these Stages would be customizable so the workflow and stages could be configured to the specific business' needs.
Screenshots attached show the proposed idea to create a Pipeline Stage Settings page in the Workspace Settings area where a Workspace Owner or Admin could configure the Workflow and Stage names exactly how they want it.
Dave Robertson
complete
We officially launched a new improvement that allows you to create a custom workflow for your Leads and Active Project dashboards.
https://www.flipperforce.com/house-flipping-blog/customize-your-pipeline-workflow-stages
Dave Robertson
in progress
Customizable pipeline workflow stages are currently in development and will be available within the next week.
Dave Robertson
planned