Custom Stage Fields for Quotes
We would like to create new "Stage" fields while using the Quote feature in WHMCS. Currently there are a few options for different "Stage" fields, such as: Draft, Delivered, On Hold, Accepted, Lost, Dead.
We would like to add a few fields such as: Warm, Cold, Addon, etc... (or any other custom titles that work here)
We believe this will assist with our Sales activities, and increase our overall work flow. The ability to create custom fields for various "Stages" seems as though it may benefit other businesses & organizations using WHMCS as well.
Please let us know if you agree! Thank you.
(610) 437-2221 Ext. 2