Outlook Customer Manager (Edit Stages)

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New Contributor

I have OCM installed and showing up on my desktop as well as web based.  The problem that I am having is the button on the bottom left to access the deals and to be able to edit the stages as shown in the video below doesn't exist.  Please help.  Lowell

 

https://support.office.com/en-us/article/Customize-Outlook-Customer-Manager-e7411d12-cc64-4793-8211-...

3 Replies
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Hi Lowell,

 

Please check following screenshot. Navigate to Deals page, click Stage button and choose the pencil to edit it. 

 

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Regards,

Leo 

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I can edit Stages, but cannot change the default Stage associated with a Deal. How do I fix this?
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I have never been able to locate the "Deal" page??