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Customizing a tour status

Updated over 3 months ago

Tour statuses are labels you assign to tours to indicate what stage they are at, or the results of a tour. You can customize these statuses to fit your organization's needs.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

To customize tour statuses

  1. Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.

  2. Select Custom Fields in the side menu and select the CRM and Tour Status tabs.

  3. Click the Add button.

  4. In the Tour Status Name field, enter the tour status name.

  5. Click Save.

TIP: The next step in the Kube system setup process is to add contract types. For more information, see Adding a contract type.

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