Stage 4: Portfolio Review
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Complete the portfolio/service review.
Where to goAdmin Area → Projects & Work → Service Journeys → Application → Workflow → Complete stage
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Complete the portfolio/service review. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Admin Area → Projects & Work → Service Journeys → Application → Workflow → Complete stage.
- Find the record, endpoint, field or action used to stage 4: portfolio review.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options
StageStage 4: Portfolio Review
Compliance managerRequired for stage 2; hidden/zero for other stages unless the view provides it.
NoteOptional stage evidence.
Rules and limits
- Complete earlier stages first.
- Stage completion is retained as workflow history.
Check it worked
- The stage 4: portfolio review workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Related guides
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