Before You Begin
You'll need administrator access to your Dazos account to modify these settings.
⚠️ Note: There may be field dependencies that require deactivation when changing these settings.
Steps
Navigate to Settings > CRM Settings in your Dazos account
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Go to Configuration > Company Details
Click Edit and Find the setting labeled "Sales Stages that enable Outbound Referral shortcut"
Modify the selected sales stages to include or exclude the stages where you want the popup to appear
Save your changes
Alternative Approach
Instead of removing a sales stage entirely, you can change the Outbound Referral module to trigger on a different status. For example, you could set it to appear when "Referred Out" is selected instead of "Pending Transfer."
Expected Result
The Outbound Referral popup will only appear when the sales stages you've configured are selected. Stages that are not included in this setting will not trigger the popup.
Important Considerations
💡 Field Dependencies: Some configurations may have field dependencies that need to be deactivated when changing these settings. Review any dependency warnings that appear and adjust accordingly.