If you haven’t seen the new CRM Forms, it’s a complete paradigm shift in thinking of how data is presented on the form and how you interact with it. Today I tried to figure out how to modify the case’s guided process and stumbled upon the Service Stage field. Unfortunately, this isn’t editable. After stumbling around for a bit more I finally found the answer within the more info menu button (“…”). Setting up and modifying the process is a snap. Just follow these simple steps:
Here's an example of the guided case process I wanted to edit.
Click on the "..." menu item and go to Edit Service Process
From here, you should now be presented with this form where you can modify the process and steps.
And voila! A new step in our process...
