This article will guide you through the steps to add default values for pending milestones in Rex. You'll learn how to configure these settings to customise options to fit your Sales Progression processes.
Important Note: You must have the correct privileges for this - Admin Lists & Tags. If you don’t see the options below, you’ll need to ask your Super Admin user to assign them to you.
To add values on the Pending Milestones section:
- Go to Settings
- Choose Custom Values & Mailing Lists
- Under Choose Value List, choose Chain Milestones Types
- Under the User Added Values you can add your custom pending milestone values. Just click the red "+" icon
- Enter the name of the new value e.g contracts drafted
- Hit Save
Please Note: Amendments to this value list will only apply to newly created chains/chain links moving forward. Existing chains will not be updated.