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Set Up and Customize Deal Stages
Set Up and Customize Deal Stages

We know every business is different. Use this guide to customize the deal stages to match your sales process.

Support Team avatar
Written by Support Team
Updated over a week ago

We want your BenchmarkONE system to match your business process. Use this guide to customize the stages of your sales process.

Navigate to Account Settings > Customization > Deal Stages.

To add a new stage, click the blue Edit Stages button. You will then see the Add Stage and Merge Stages buttons.

Add Stage Button
When you choose this button, a new blank row will appear at the bottom of your current stage list:

  • Name the stage to reflect your business. You can be as creative or as generic as you would like. 

  • Choose a general status for the stage. This is not displayed in your pipeline, but it helps our database organize the information correctly and is used in reporting.

  • Choose a default close probability. This is used to set the new probability when advancing a deal to this stage. It is optional. If you choose not to select a default close probability then 0% will be show for that stage.

  • Re-order your stages by clicking the 3 lines graphic to the left of the stage name and dragging it to the appropriate spot in your pipeline.

Merge Stages Button
When you choose this button, a modal box will appear to allow you to select the deal  stages you would like to merge:

  • Merge this stage is the one you want to "remove," and

  • With this stage is where it's data will go.

  • Click the merge deal button to complete the merge and you will be brought back to your deal stage list.

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