Stage Type
CRM Stage types help you categorize your CRM stages and stage groups.
Stage types cover 4 broad aspects of the deal life cycle, i.e. In Active - Deal Pipeline, Active - Portfolio, Inactive - Exited Portfolio, and Inactive - Passed Deals.
Since CRM stages are entirely customizable, tagging stage type is integral to keeping your CRM organized.
Display
The display options help you customize the CRM stage view. There are two views - Empty Stages and Company Details.
Checking the Empty Stages view displays the CRM stages that have no companies added to them.
The Company Details view displays the company details such as the founded year, company location, total funding, funding round, and short description.
How can I use Stage Type and Display to manage different views in Deal Flow CRM?
The "Customize View" selector in the "Deals" tab of the CRM allows you to filter deals by the Stage Type and Display.