Deal Fields & Pipeline Configuration

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Deal Fields Overview

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Custom Fields for Deals

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Field Types

• Text: Single-line text
• Textarea: Multi-line text
• Number: Numeric values
• Date: Date values
• Dropdown: Single selection
• Multiselect: Multiple selections
• Boolean: Yes/No values

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Creating Deal Fields

1. Navigate to Settings → Deal Fields
2. Click “Add Field” or “Create Field”
3. Configure field:
   • Field name (internal)
   • Field label (display)
   • Field type
   • Description
   • Required status
4. Save field

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Using Deal Fields

• Deal creation form
• Deal edit form
• Deal details sidebar
• Pipeline cards (key fields)

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Pipeline Stages

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Default Stages

• New/Qualification
• Proposal
• Negotiation
• Closed Won
• Closed Lost

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Customizing Stages

1. Go to Settings → Deal Pipeline
2. Click “Add Stage”
3. Enter stage name
4. Choose color
5. Set stage order
6. Save

• Modify stage name
• Change stage color
• Reorder stages
• Set default stage

• Delete custom stages
• Cannot delete required stages (Won/Lost)
• Deals in deleted stage move to default

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Stage Configuration

• Name: Display name
• Color: Visual identifier
• Order: Position in pipeline
• Default: Default stage for new deals

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Best Practices

1. Relevant Fields: Create fields that add value
2. Stage Names: Use clear, descriptive stage names
3. Stage Colors: Use colors to distinguish stages
4. Logical Order: Order stages to match your process
5. Keep It Simple: Don’t create too many stages or fields