Customize deal pipeline stages
By default Kiflo provides a standard set of pipeline stages. You can add, rename, reorder, and delete stages to match your own sales process.1
Open Account Settings
Click your name in the top-right corner and select Account Settings.
2
Go to Deals settings
Click Deals settings in the left menu.
3
Open the stage configurator
Click the Configure button in the Deal stages section.
4
Manage stages
From this screen you can:
- Add a stage — Click Add stage, enter a name, and save.
- Rename or delete a stage — Use the edit and delete action buttons on each row.
- Reorder stages — Use the move buttons on each row to drag stages into the order partners and your team will see them.
5
Set closed won/lost mapping
When editing any stage, set its Corresponding stage to either Closed Won or Closed Lost. Kiflo uses this mapping to calculate win/loss KPIs and to trigger rewards when a deal reaches the Closed Won stage.
Every stage you create or rename is reflected immediately in the partner
portal. Partners will see the updated stage names when they view or update
their deals.
Move deals through the pipeline
Once a deal is approved, you and your partners can advance it through stages directly from the deal detail page. Select the new stage from the stage selector at the top of the deal.Manage deal expiration
Deal expiration lets you grant a partner time-limited exclusivity on a registered deal, ensuring they have a protected window to close it. It also encourages partners to keep deal records up to date.Enable deal expiration globally
1
Open Account Settings → Deals settings
Click your name in the top-right corner, select Account Settings, then click Deals settings.
2
Toggle deal expiration on
Enable the Deal expiration toggle.
3
Set default values
Enter the default number of days before a deal expires and the default number of days before sending an expiration reminder. These defaults pre-fill the expiration fields each time you approve a new deal.
4
Save
Click Save.
Set expiration when approving a deal
When you click Approve on a pending deal, the approval dialog includes Deal expiration date and Expiration reminder date fields. The global defaults are pre-filled; change them for this specific deal if needed.Change the expiration date on an existing deal
1
Open the deal
Navigate to the deal you want to update.
2
Edit the deal
Click Edit.
3
Update expiration fields
Scroll down to the expiration properties and set new dates.
4
Save
Click Save.
Postpone an expired deal
Once a deal passes its expiration date it is tagged as Expired. To give the partner more time:1
Open the expired deal
Locate the deal (look for the Expired tag) and open it.
2
Click Postpone
Click the Postpone button below the Expired status.
3
Set new dates
Enter a new expiration date and reminder date.
4
Confirm
Click Postpone. The deal’s expiration is extended and the Expired tag is removed.
Detect channel conflicts on deals
Channel conflict detection prevents two partners — or a partner and your direct sales team — from pursuing the same prospect simultaneously. Kiflo flags a conflict when an incoming deal’s client email domain matches an existing deal, lead, or customer.Enable channel conflict detection
1
Open Account Settings → Deals settings
Click your name in the top-right corner, select Account Settings, then click Deals in the settings menu.
2
Enable conflict detection
Check Enable channel conflict detection and click Save.
- Existing deals with a client on the same email domain
- Existing leads with an email on the same domain
- Existing customers with an email on the same domain
Extend conflict detection to your CRM
If your direct sales pipeline lives in a CRM (such as HubSpot), connect it via Zapier using the Create Channel Conflict action. Kiflo provides a Zap template that checks HubSpot contacts when a new deal is registered — you can adapt it for your CRM and data model.Convert a lead to a deal (with value copying)
When an accepted lead is ready to move into your sales pipeline, convert it to a deal directly from the lead detail page. To avoid re-entering information that is already on the lead, set up matching properties between leads and contacts before you convert.Set up property mapping
1
Open Account Settings → Properties
Click your name in the top-right corner, select Account Settings, then click Properties.
2
Check the Leads and Contacts tabs
Compare the properties you have on the Leads tab with those on the Contacts tab. Any property whose Internal name is identical on both entities will be automatically copied when you convert a lead to a deal.
3
Add missing properties
If a lead property you want to copy does not exist on the Contact entity (or vice versa), add it — making sure the Internal name matches exactly (it is case-sensitive).
The Internal name is set when you first create a property. It cannot be
changed after creation, so set it carefully when adding new properties.
Change the source partner on a deal
If a deal was registered or attributed to the wrong partner, you can update the source partner at any time without losing any deal history.1
Open the deal
Navigate to the deal you want to update.
2
Go to the Partners tab
Click the Partners tab. You will see all partners currently associated with the deal.
3
Edit the partner
Hover over the partner you want to make the source and click Edit.
4
Toggle the Source flag
Enable the Source toggle for this partner.
5
Save
Click Save. The selected partner is now the source partner on the deal.