Partners will use the Deal Sales Stage field to indicate where they are in the sales process of a Deal. You can edit and customize the stages by going to Settings > Deal Registration > Deal Sales Stages. 


New Deal/ Opportunity Stages:

  1. Click NEW DEAL SALES STAGE
  2. Create new stage name.
  3. Select Probability.
  4. Click SAVE.


Edit an existing Deal/Opportunity Stage:

  1. Click the arrow to the right of the Stage
  2. Select EDIT.
  3. You can also Delete any stages that you do not need.

        Deal Sales Stages