---
title: "Deals Setup in ClearCRM (Setup > Deals)"
description: "This article provides an overview of the Deals section under Setup, explaining its functions and how it helps configure deal management."
url: https://help.clearcrm.com/en/articles/10766695-deals-setup-in-clearcrm-setup-greater-deals
collection: "Deals"
updated: 2026-04-07
language: en
---

# 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.

## **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.

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330170003_3881.png)

## **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.