1. Deal Settings
Navigation Path:
Sales Module → Settings → Deal
The Deal Settings section in WORTAL CRM is designed to configure how deals are structured, tracked, and managed throughout the sales lifecycle. It provides control over key elements such as custom fields, pipeline stages, and stage colours, ensuring that the deal management process is aligned with business requirements.
Through custom field configuration, businesses can capture specific deal-related information based on their workflow. The deal pipeline stages define the journey of a deal—from initial prospecting to final closure—helping teams clearly understand the current status of each opportunity. Additionally, stage colours improve visual clarity, making it easier to identify deal progress at a glance.
Deals typically represent confirmed opportunities, ongoing negotiations, or orders under discussion, making this module essential for tracking revenue potential and sales performance. By properly configuring Deal Settings, organizations can standardize their sales process, improve visibility, and ensure better decision-making across the team.