Creating Your First Deal

What this does

A deal represents a potential sale or opportunity. Deals move through your pipeline stages from first contact to close.

When to use it

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

Step by step

1. Click Deals in the main menu
2. Click the + New Deal button
3. Fill in the details:
   • Deal Name — a short description (e.g. "Smith Website Redesign")
   • Value — the expected revenue
   • Contact — link to an existing contact or create one inline
   • Stage — select the starting pipeline stage
4. Click Save

What happens next

Your deal appears on the pipeline kanban board. You can:

• Drag it between stages as it progresses
• Log activities against it
• Mark it as won or lost when it closes

Tips

• Set realistic values — your dashboard KPIs depend on accurate deal amounts
• Link every deal to a contact for complete relationship tracking
• Use the quick-create (+) button in the top nav to add deals from anywhere