Guide

1. Navigate to CRM>Companies.

2. Scroll to the right to reveal the lifecycle stage column.

3. Click the dropdown menu and choose the new lifecycle stage for the record.

4. Click Save to confirm the change.

5. You can also bulk update for multiple records:

6. Select the checkboxes of the records you want to update the lifecycle stage for.

7. Choose Edit from the bar above the table.

8. In the bulk edit view, locate the Lifecycle Stage property and select the updated stage of the lifecycle.

9. You can view the updated stage in the companies page.