How to create a new Stage

To create a new stage click on the New Stage button. This brings you to the Add New Stage page. Here you can:

Sequence Number: Choose the sequence order (where the stage appears on the list)
Stage Text: Choose the name of the stage
Stage Group: Select the group you wish the stage to belong to
Icon:
Icon Custom Value:
Stage Type: Define the type of Stage
Default Lead Time: If no lead time is recorded, the Default Lead Time Will be used. Only applies to Normal Stages and Lead Stages
Completion Stage: This is the point when a product expiry date is calculated and the property address replaces the current address
Commission Stage: If you wish to flag the incoming commission received as due to be received (using the lead time from the lender)
Active Processing Stage: These stages are shown in the list of stages on the Business Summary. Products at an Active Processing Stage are shown as tabs against a case
Show in Diary: Choose if you wish the stage to appear in the Diary
Show Tick List: This determines how much tick list information is shown in the mortgage listings. Note this option is only available if you have tick list categories set up
- - - Don't Display: no tick list information is displayed in the mortgage listings
    - Summary: A single icon summarising the tick list status is displayed in the mortgage listings
    - Full: The status of each required tick list item is displayed in the mortgage listings
Public Stage Heading: How the stage is named on the Portal
Public Stage Description: Describe your stage for your Portal users
Enable Applicants for Customer Login: Enabling this option automatically generates Portal login credentials for the applicants
Applies to Products: Select the products you wish the stage to apply

Stage not showing in case?

Make sure the stage is applied against a product, using the Applies to Products panel

-New Stage

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