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Regina Felsl
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=== Phases
In the tab "Phases" you can see the property sales phases as well as the checklists linked to them and the competitors.
==== Sales phases and checklist entries
In the graphical representation of the sales phases, the *current phase is highlighted in blue*.
Using the actions, "Switch to previous sales phase" and "Switch to next sales phase", the *phase can be changed by you simply by clicking on it*.
Checklists can be defined for each sales phase and maintained by the administrator. The checklist entries provide information about what is to be done in the respective phase. However, it is possible to switch to another phase without checking off all checklist entries.
There are checklist entries that must be checked off manually and those that are checked off automatically. To *manually check* an entry, select it and click the button "Set completed" (e.g. when a contract is signed). This will document who set the entry to done and when. You can also undo this by marking the entry and clicking on "Set not completed".
*Automatic* entries are checked by the system and *checked off* as soon as the corresponding required information has been entered in the system (e.g. project start has been entered).
==== Competitors
Here you can maintain competitors and the phase they are in.
[NOTE]
Here you have all companies with the attribute *target group equal to competitor* to choose from.