How to Create a Deal

What this does

A deal represents a sales opportunity with an expected value, linked to a contact and a pipeline stage.

When to use it

Create a deal whenever you have a new opportunity — a sales enquiry, a project proposal, or a service request.

Step by step

1. Go to Deals in the main menu
2. Click + New Deal
3. Fill in the details:
   • Deal Name — short description of the opportunity
   • Value — expected revenue amount
   • Contact — the person or company involved
   • Pipeline — select which pipeline (if you have multiple)
   • Stage — the current stage
   • Expected Close Date — when you expect to close
   • Lead Source — how this opportunity originated
4. Click Save

Tips

• Link every deal to a contact for complete tracking
• Set realistic values — your forecasts depend on accurate amounts
• Use the quick-create (+) button in the nav to add deals from any page
• You can create multiple deals for the same contact