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            Turn on Stage Management for Digital Lending

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Turn on Stage Management for Digital Lending

            To create stage definitions for your business processes, enable the Stage Management setting.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            To configure Stage Management: Stage Management Design User
            To enable Stage Management for users: Stage Management User
            1. From Setup, in the Quick Find box, enter Stage Management, and then select Stage Management.
            2. Turn on Stage Management.
             
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            Salesforce Help | Article