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InfoFlo CRM Knowledge Base

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How do I add a Project Status?

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  1. From the main InfoFlo interface, click Settings -> click Preferences to open the Preference Settings window.
  2. Select 'Projects' from the left panel.
  3. Under the tab 'Statuses' click 'New' to add a Project Status.
  4. Enter a Name for the Project Status and select a coloured Icon.
  5. Click 'Apply' to apply the changes now, or click 'OK' to apply the changes and close the window.