> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Fields & Pipeline Configuration

> Customize deal fields and configure your sales pipeline stages

## Deal Fields Overview

Deal fields allow you to track additional information about deals beyond the basic title and value. You can also customize your pipeline stages.

## Custom Fields for Deals

### Field Types

Similar to lead custom fields, deal fields support:

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

### 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

### Using Deal Fields

Deal fields appear in:

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

## Pipeline Stages

### Default Stages

Your pipeline starts with default stages:

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

### Customizing Stages

**Add Stages:**

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

**Edit Stages:**

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

**Remove Stages:**

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

### Stage Configuration

**Stage Properties:**

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

<Note>
  Screenshot placeholder: Add a screenshot showing pipeline stage configuration
</Note>

## 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