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Deals Setup in ClearCRM (Setup > Deals)

This article provides an overview of the Deals section under Setup, explaining its functions and how it helps configure deal management.

Written by Elvin Khudiyev
Updated over 12 months ago

Accessing Deals in Setup

To access the Deals settings:

  1. Navigate to Setup from the left-side menu.

  2. Click Deals to expand its dropdown menu, which includes:

    • Sources

    • Pipelines

    • Stages

    • Deals Settings

Each section plays a role in defining how deals are categorized, tracked, and captured in the system.

Overview of Setup > Leads Options

When clicking Setup > Deals, an expanding menu appears with the following options:

  1. Sources – Used to define where deals originate (e.g., "Referral," "Website," "Advertisement").

  2. Pipelines – Represents the sales process, containing different stages that deals move through.

  3. Stages – The specific phases of a pipeline (e.g., "Initial Contact," "Negotiation," "Closed Won").

  4. Deal Settings – Configure default values for fields when a new deal is created.

These settings allow businesses to customize their sales workflow, ensuring deals are categorized and tracked effectively.

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