Deal Settings – Navigation
Navigation Path:
Sales Module → Settings → Deal
You will see:
- Custom Fields
- Stage Details
Custom Fields (Deal Level)
2.1 Section 1: Custom Fields (Deal Level)
This allows you to collect additional deal information beyond standard fields.
Click:
New Field
2.2 Create Custom Deal Field
2.2.1 Fill Details
Field — Description
Label — Name of field
Type of Field — Select type
Mandatory — Optional
2.3 Available Field Types
- Paragraph
- Radio Button
- Checkbox
- Text Field
- Number
- Dropdown
- Date
2.4 Textile Deal Custom Field Examples
Field Name — Type
Fabric Quality — Dropdown
GSM — Number
Order Quantity — Number
Delivery Date — Date
Payment Terms — Dropdown
Sample Approved — Checkbox
2.5 Field Options (3 Dot Menu)
You can:
- Activate Field
- Edit
- Delete
Inactive fields won’t appear in Deal form.
Stage Details (Deal Pipeline)
3.1 Section 2: Stage Details (Deal Pipeline)
This defines your Deal Flow / Sales Pipeline.
You can:
- Create new stage
- Edit stage
- Change color
- Reorder stage
Click:
New Status (Stage)
3.2 Add New Stage
Enter:
- Stage Name
- Select Stage Colour
Click Save.
3.3 Example Textile Deal Pipeline
Your current setup shows stages like:
- Prospecting
- Qualification
- Demo Scheduled
- Demo Done
- Proposal
- Final Follow up
- Call Not Received
- Lost
3.4 Suggested Textile Sales Pipeline
For textile trading:
- New Inquiry
- Requirement Discussion
- Sample Sent
- Price Negotiation
- Proposal Shared
- Order Confirmation
- Payment Pending
- Closed Won
- Closed Lost
3.5 Why Stage Colors Matter
Stage colors help:
- Visual clarity in Kanban
- Identify hot deals
- Track stuck deals
- Monitor lost deals quickly
Example:
- Green → Won
- Red → Lost
- Orange → Negotiation
- Blue → Initial discussion
Deal Recurring
4.1 Section 3: Deal Recurring
Deal Recurring is useful for:
- Monthly repeat orders
- Regular supply contracts
- Seasonal textile buyers
- Subscription-based clients
4.2 Example Use Case
Buyer orders:
- Every 30 days
or - Every 90 days
System automatically creates:
- New deal
- Follow-up reminder
This ensures:
- No repeat order missed
- Consistent revenue tracking