PLATFORM WORKFLOW
Task Description: Change Status Label
Objective: To show Organization Admins and Users how to change status label
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Settings tab in the Module Menu Panel.
Step 5
At the top of the Settings page, click on the Pipelines tab.
Step 6
To change the status label for opportunities, click the gear icon and a popup will appear.
Step 7
In the popup, the Default Status Labels are displayed on the left, while the Display Status Labels appear on the right. The Display Status Labels can be edited to align with the preferred terminology for your organization.
Step 8
After editing the Status Labels, click the blue Save button to apply and save your changes.