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1. Open a new record from the Pledge Stages service.
2. Enter a Name for the stage.
3. Enter a Description for the stage.
4. Enter the Base Stage for this record: Verbal or Written.
   • Pledge Stages with a base stage of Verbal correspond to unconfirmed pledges.
   • Pledge Stages with a base stage of Written corresponds to confirmed pledges that cannot be modified once saved with this stage. Written pledges create a shipped order in Aptify.
     
     
5. Enter a Rank to help track the typical progress of a pledge. This field is for informational purposes.Image Removed
6. Save and close the record.
   
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7. Create additional Pledge Stages records as necessary.