Modifying a stage of an event lifecycle

  1. Click Edit corresponding to a stage on the event lifecycle model details page. The Edit Lifecycle Stage page is displayed.
  2. Specify this information:
    Label
    The name of the stage.
    Note: If a value is not specified in this field, the default name is considered as the name of the stage.
    Description
    A description for the stage.
    Probability
    The estimate of the percentage up to which the event is to be held.
    Record Payment
    Select this check box to view the Record Payment, Payment Details, Credit Card Details, and Payment Allocations sections on the Process Event Lifecycle Actions page of the stage.
    Confirm Attendance
    Select this check box to view the Confirm Attendance section on the Process Event Lifecycle Actions page of the stage.
    Confirm Item Quantities
    Select this check box to view the Confirm Item Quantities section on the Process Event Lifecycle Actions page of the stage.
    Send Email
    Select this check box to enable the Send Email check box by default on the Process Event Lifecycle Actions page of the stage.
    Task Defaults
    The default task(s) of the stage.
    Document Types
    The type of document(s).
    Note: You can add or remove the document type(s) on the Process Event Lifecycle Actions page of the stage.
  3. Click Save.