Set up your Sales pipeline stages to match how you sell
Configure the deal stages in your Sales tab so every quote moves through steps that reflect your real sales process.
The Sales tab on your partners page organizes every deal into the stages that make up your company's sales process, so you always see where each prospect or quote stands without digging through separate notes or spreadsheets.
To set this up, open /tms/partners?tab=sales and look at the stages currently shown across the board. If they don't match how your team actually sells, go to Settings → CRM and adjust the stage list there; the changes appear immediately in the Sales tab, and every deal keeps moving along the same path your team already follows.
Two stages, Won and Lost, are fixed and cannot be removed, because your win rate and the record of past won and lost deals are calculated directly from them. You can still shape every other stage around your own process, but these two closing points stay in place to keep that history meaningful.
If you do rename a stage, keep in mind that every deal sitting in it moves along with the new name rather than being left behind or reset, so a quick rename is a safe way to tidy up labels without disturbing where deals actually stand.
This setup means your sales pipeline reflects the way your company genuinely works, instead of forcing your deals into generic steps that don't match your own process, and it keeps your win rate and closing history consistent no matter how many times you adjust the stages in between.