Please note: If the workflow is edited and inactivated, it will not effect the application added before editing.
Step 1: Select setting from the top info bar.
Step 2: Select Workflow
Step 3: Click on the three dots of the workflow which you are trying to edit.
Step 4: To edit any particular workflow, click the Edit option from the dropdown and update with the necessary changes.
Step 5: You can activate Add Start and End Date, Add Notes Field, Win Stage, and Partner Client ID. (Can only be clicked for a stage, it can not be applied to all the stages). Once you are about to reach the particular stage, a new field will pop up and you have to fill in all the required information in order to proceed to another stage.
Intake
Start and End Date
Notes
Partners Client ID
Step 6: To inactive the workflow, select the option to deactivate from the dropdown
