Create Project Statuses & Tags

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    • 26 seconds

      Project Status

      Open Dubsado in a different window/screen: [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
      Click "Projects"
      Click "Customize" on the right side of the page.
      Click "Add Status"
      Click the "Funnel Name" field & enter the status title.
      Select whether the status is a LEAD status or a JOB status.
      Click "Save"
      Repeat for each Project Status.

      Tags

      On the same Dubsado window as above, scroll down to the bottom to find the "Tags" section. Click "Add Tag"
      Click the "Tag Name" field & enter the tag.
      Click "Save"
      Repeat for each tag needed.
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