---
schema_version: "1"
id: 69a6aef4e52f08975ba48e8a43745fe4c9752d8ba18226364270c8aef919709f
title: Create Processes for Deal Registration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_lead_process_deal_reg.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_lead_process_deal_reg.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb9910ade81f1558ee18624186e4d49de6acc02ff96e6bce8c21c94e733e8956
description: A process allows you to define or customize the stages in the sales process for leads or opportunities.
products:
  - Experiences
release: "264"
---
# Create Processes for Deal Registration

A process allows you to define or customize the stages in the sales process for leads or opportunities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d14728e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14728e70 ">To create processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14728e70 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

When you select status values for a process, think of all the stages a lead or an opportunity goes through. For example, for deal registration, the Lead Status values could be New, Submitted, Approved, Rejected.

Create a process for leads. Create a separate process for opportunities.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_tip.png)

Tip To use more values than the primary process record provides, [customize the Lead Status picklist values](https://help.salesforce.com/articleView?id=editing_picklists_for_record_types_and_business_processes.htm&language=en_US) for leads before you create the lead process. Also, add the Deal Registration to the Lead Source picklist values.

1. From Setup, enter Processes in the Quick Find box.
2. To [create a process](https://help.salesforce.com/articleView?id=creating_multiple_business_processes.htm&language=en_US) for leads, select **Lead Processes**. To create a process for opportunities, select **Sales Process** under Opportunities.
3. Select the stages best suited to the lead or opportunity and your business needs.
4. Save the process.