The "Phase" field is a system field in Planhat that you can use to keep track of your customers lifecycle. The field is customizable which means you can add new phases and edit existing phases 😄.
How to Add and Edit Phases
Go to Field Settings: Hover over your avatar in the bottom left corner of Planhat and click on "Fields", or right-click on the field heading from a data table, and press "manage field".
Edit a Phase: click on an exist Phase list value, make your changes and then hit enter. 📌 You can also delete a phase, and choose whether to reassign companies to a different phase, or keep the previous value as "deprecated" - meaning it can't be selected for other companies.
Add a new Phase: click next to the phases in the bottom of the field setting, type out the new phase, and hit enter.
How to View Your Phases in a Pipeline
Click on the "Data" module and go to "Companies"
On the right side of the search bar there's two options:
2.1 Table View: this displays your selected columns in a tabular format
2.2 Board View: this is the Phase pipeline view