Adding or modifying an event lifecycle

  1. Select Settings > Events > Manage Event Lifecycle. The Event Lifecycle Models page is displayed.
  2. Select a division and a site to which an event lifecycle must be added.
    Note: If the value in the Site field is set to Master List, to add an event lifecycle, this setting is applicable for all the sites.
  3. Click New. The Add/Edit Event Lifecycle Model page is displayed.
    Note: You can modify an existing event lifecycle, using the Edit option corresponding to the name of the event lifecycle.
  4. Specify this information:
    Name
    The name of the event lifecycle.
    Description
    A description for the event lifecycle.
    Event Lifecycle Stages
    The stages of the event lifecycle.
    Is Default
    Select this check box to set this as the default lifecycle when adding in new events.
  5. Click Save. The event lifecycle model details page is displayed that consists of the selected stages.
    Note: 
    • You can modify or delete each selected stage of the event lifecycle. You can also specify a name for each stage.
    • The event or function fields of each selected stage of the event lifecycle can also be modified.
    • You can also schedule a deposit for a stage, using the Schedule Deposit option.
  6. Click Done.