How do I Customize Relationship Stage?

To customize Relationship Stage:

Rollover the icon in the top left of the application and select Settings from the drop down.

Select the Customize Fields option in the Settings menu. 

In the Customize Fields details locate Custom Fields for People and Custom Fields for Link Partners (Media Outlets). Determine wether you want to edit Relationship Stage for People or Link Partners.

To edit Relationship Stage for People:

Locate the Custom field Relationship Stage in the Grid under Custom Fields for People.

Select the edit icon.

Please note that Name is not editable in Relationship Stage fields. Type is not editable in an existing Custom Field. It can only be set when a new custom field is created.

By Default in new accounts there are no values in this this custom field. 

Click add another option to add a value. Repeat until you have the number of fields/values you want to add.

Use the up/down arrows on the left of the fields to arrange them in the order you want. 

If you make a mistake and want to remove a value click remove to the right of the field.

Advanced Options:

Project Specific - This value is not editable in an existing Custom Field. It can only be set when a new custom field is created.

Disabled - This value is not editable for this field. 

If you do not plan to use Relationship Stage for People you can disable the field using the checkbox. You can edit this in the future if you evert choose to use this custom field. 

Click Save to finish. 

To edit Relationship Stage for Link Partners (Media Outlets):

Locate the Custom field Relationship Stage in the Grid under Custom Fields for Link Partners (Media Outlets).

Select the edit icon. 

Please note that Name is not editable in Relationship Stage fields. Type is not editable in an existing Custom Field. It can only be set when a new custom field is created.

BuzzStream's standard values are assigned. All can be edited except Attempting to Reach and Link Accepted. 

Attempting to Reach is automatically assigned when you conduct Outreach to a contact and the Relationship Stage is not set or Not Started. Link Accepted becomes the relationship stage when then Backlink Checker finds a link assigned to that Link Partner that is Linking. 

To edit an existing field place your cursor in the field and enter the new value.

To add a new value click add another option. Repeat until you have the number of fields/values you want to add.

Use the up/down arrows on the left of the fields to arrange them in the order you want. 

If you make a mistake and want to remove a value click remove to the right of the field.

Advanced Options:

Project Specific - This value is not editable in a existing Custom Field. It can only be set when a new custom field is created.

Disabled - This value is not editable for this field. 

If you do not plan to use Relationship Stage for People you can disable the field using the checkbox. You can edit this in the future if you evert choose to use this custom field. 

Click Save to finish.