Progress Bar 

The progress bar allows the users to view the stages of the record to update the status with just a single click. Which is placed below the header of the record. The progress bar can be configured in any module.

For example, Lead status or any picklist field type can be configured as a progress bar.

How to add a new Progress Bar?


Please follow the steps given below:
1.
Log in as an Admin user.

2. Go to CRM setting > Extension > Progress bar.
3. Click on "Add Progress Bar".


4. In the "Select Module field", select the desired module from the drop-down example: Opportunities.
5. "Select the Field" that you want to show in the Progress Bar, the files should be picklist type.
6. "Select the Status" you can change the status into active/inactive.
7. Finally, click on Submit.



How to delete the progress bar?

1. Click on the delete option to delete the Progress bar



How does a Progress bar work?
1. When you open a module, a record for which progress Bar is enabled, you will see the values of the selected Picklist Field displayed in the Progress Bar. you can not only see on which stage a recorded but can change the field value by clicking on it


 




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