How to customize onboarding stages?

Stages are individual steps that describe your onboarding process. Please read this article to get more information about onboarding: Partner Onboarding

In this article

Add stage

Open the onboarding pipeline you want to edit, then click the Add stage button:

Fill in the form in this way:

  • Stage nameName of the stage. Choose a short and meaningful name. This name will be visible to channel managers and also to partners. 
  • Description: This is a brief description of this stage. It is used to keep your pipeline organized. It is visible to channel managers and partners.

Edit stage

Open the onboarding pipeline you want to edit, then click on the stage name:

You can edit:

  • Stage name
  • Description

Click the Update button to save. Changes take effect immediately and are visible to channel managers and partners.

Delete stage

Open the onboarding pipeline you want to edit, then click the Delete button on the particular stage:

Deleting stage with partners

You cannot delete a stage containing partners. You need first to move partners to another onboarding pipeline or another stage.

Next step

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