How to progress an application

In this video, we're showing you how to progress an application from one stage to another once you've set up your custom stages. 

Want to progress each step of your checklist to a custom status? 

You can also create more precise statuses for each step of your checklist. 

Learn here how to create these types of statuses. 

Progressing a step to a custom status

As you know already, steps can be progressed while managing a live record. So, you'll go to an existing client application and progress your step statuses to the one that applies.