Deal stages live in My Company, on the Deal stages tab. The default commission percentage is on the General tab. You can override the commission on any single deal.
The default deal stages
A new Sales workspace starts with seven stages:
- Prospecting
- Qualification
- Proposal
- Negotiation
- Contract
- Closed Won
- Closed Lost
Closed Won and Closed Lost are marked as the end stages. Revenue can be set once a deal reaches Contract or Closed Won.
Add or change a deal stage
- Click your name at the bottom of the sidebar, then My Company.
- Open the Deal stages tab.
- Click Add new stage to add one.
- Use the up and down arrows to reorder, the pencil to rename, and the bin to remove a stage.
Deal stages and lead stages are separate. See How to customize lead stages and use the pipeline board.
Set the default commission
- Open My Company and stay on the General tab.
- Under Commission, enter the Global Commission Percentage.
- Click Save Settings.
New deals start with this percentage.
Override commission on one deal
When you create a deal, change the Commission % on the form. On an existing deal, open the full record and edit Commission %. The Commission amount shown there is worked out from the revenue and the percentage.
If it did not work
I cannot change stages. Your role may not allow it. Ask your admin.
The commission amount is blank. It needs revenue first. Revenue is only available at Contract or Closed Won.