---
schema_version: "1"
id: c139dd190fcd0cbe216ccc49906a1a75dec12b18485b157dcdface728ba70e73
title: Customize Opportunities 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_opp_process_deal_reg.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_opp_process_deal_reg.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5a3e86e21e61dafd661ad820d400f1801c737859ed3118b29901e60c34147188
description: Create an opportunity process, page layout, and record type, similar to leads.
products:
  - Experiences
release: "264"
---
# Customize Opportunities for Deal Registration

Create an opportunity process, page layout, and record type, similar to leads.

### 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>

Many companies create separate sales processes for their direct and indirect sales opportunities. Some companies prefer to expose a shorter list of opportunity stage values that are less granular compared to stages used by their direct sales team.

1. [Create an opportunity process](https://help.salesforce.com/s/articleView?id=experience.networks_lead_process_deal_reg.htm&release=264.0.0&type=5 "A process allows you to define or customize the stages in the sales process for leads or opportunities.").
2. [Create two opportunity page layouts](https://help.salesforce.com/s/articleView?id=experience.networks_lead_page_layouts_partners_deal_reg.htm&release=264.0.0&type=5 "Use page layouts to control field visibility and behavior for different types of users and sales processes. There are likely fields on leads that you might not want to expose only to channel managers and not partners."), one for partner users and one for channel managers.
3. [Create an opportunity record type to track registered deals](https://help.salesforce.com/s/articleView?id=experience.networks_lead_recordtypes_partners_deal_reg.htm&release=264.0.0&type=5 "Create a lead record type to track deals submitted by partners in Experience Cloud sites. Record types help you differentiate between sales leads and registered deals, assign page layouts for each profile for deal registration, and simplify reporting by lead record type."), different from the opportunity record type you use to track direct sales 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
    
    - Many companies struggle with how to report on channel versus internal sales. Using separate record types to categorize opportunities by who is working on them— internal sales teams or partners—allows you to report on direct and channel sales separately.
    - Make this opportunity record type the default for partner users. This ensures they see the same record type when the opportunity is converted, regardless of who does the conversion.
    - Add the Deal Registration value to the Lead Source picklist values for the opportunity record type.
4. [Map any custom fields](https://help.salesforce.com/articleView?id=customize_mapleads.htm&language=en_US) on the lead record type to the opportunity record type for deal registration.