Stages related section

Use the Stages related section to add and manage the stages linked to the campaign. A Campaign usually contains one or more Stages.

You can access this section from the Campaign details page.

The toolbar options available in this section:

• Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
• Insert: Use this option to add a new Stage.
• Toggle View: Use this option to switch between the Card and list page.
• View Full List: Use this option to view or modify the stages and steps linked to the selected campaign

For each record, you can:

• Click Description or Edit to view or modify the campaign stage, add steps to the stage, or add an associated budget.
• Use the Complete option to set the campaign stage to Completed.
• Use the Delete option to delete the stage from the selected campaign.