Partners will use the Deal Sales Stage field to indicate where they are in the Deal's sales cycle. You can edit and create new Stages and add stage-specific content/instructions to each Stage to help Partners better sell your products. 

New Deal/ Opportunity Stages:

  1. Go to Settings > Deal Registration > Deal Sales Stages.
  2. Click the "New Deal Sales Stage" button.
  3. Create the Stage name.
  4. Select probability.
  5. Add stage-specific content/ instructions to help Partners work the Deal in the Sales Stage. 

Edit an existing Deal/Opportunity Stage:

  1. Click the "Actions" button to the right of the Stage that you want to edit.
  2. Select Edit.
  3. You can also delete Stages that you do not need using the Actions button, but you are required to have one of each of the following Stage types: Open, Closed: Won, and Closed: Lost. 

        Deal Sales Stages