In NextAgency, you can personalize the stages for your benefits. To begin, go to Settings, then navigate to Case Settings, and select Stages. From there, choose Benefits, and click on 'Add Stage' to customize further.
Name your stage and assign a Win Percentage (optional), then simply click 'Save'.
You can also Edit/Delete the Benefit stages by clicking on 'Actions'.
Additionally, you can adjust the order of your benefit stages by clicking on the up or down arrow symbol and dragging it to the preferred position.
To assign your custom Benefit stage, go to any case record, then to the Benefits tab. Click on Actions, then Edit. Under Policy stage, select your stage, and finally, click 'Save'.
If you need any assistance, please reach out to our support team.