Deal Settings
Shape how deals are categorised and numbered: deal types, statuses, custom fields, and the deal-number format.
Deal Types
The category of a deal (e.g. New Business, Upsell, Cross-sell).
Add a type
Click + Add Type and enter a name, e.g. Cross-sell.
Saved
Click Create — the type joins the list.
Deal Statuses
The pipeline stages a deal moves through.
Add a status
Set the name, a colour, and the stage (e.g. In Progress).
Saved
Click Create.
Deal Custom Fields
Extra fields captured on every deal. Note: deal custom fields have their own page with a table layout, separate from lead fields.
Add a field
Set the field name and type, e.g. Contract Value (Text).
Saved
Click Create.
Numbering
The format used to auto-generate deal reference numbers (e.g. DEAL-2026-00031). Changing this affects the live sequence for the whole business — review it carefully before editing.
