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 as well as add stage-specific content/instructions to each Stage to help Partners better sell your products.
New Deal/ Opportunity Stages:
- Go to Settings > Deal Registration > Deal Sales Stages.
- Click New Deal Sales Stage.
- Create new Stage name.
- Select probability.
- Add stage-specific content/ instructions to help Partners work the Deal in the Sales Stage.
Edit an existing Deal/Opportunity Stage:
- Click the "Actions" button to the right of the Stage
- Select Edit.
- You can also delete any Stages that you do not need using the Actions button.
Deal Sales Stages