Project Status
1
Open Dubsado in a different window/screen: [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
2
Click "Projects"
3
Click "Customize" on the right side of the page.
4
Click "Add Status"
5
Click the "Funnel Name" field & enter the status title.
6
Select whether the status is a LEAD status or a JOB status.
7
Click "Save"
8
Repeat for each Project Status.
Tags
9
On the same Dubsado window as above, scroll down to the bottom to find the "Tags" section. Click "Add Tag"
10
Click the "Tag Name" field & enter the tag.
11
Click "Save"
12
Repeat for each tag needed.