How to Create a New Deal
- Click Deals in the left sidebar.
- Click + New Deal.
- Fill in the deal form.
- Click Save Deal.
Deal Form Fields
- •Deal Name — Required. A descriptive name (e.g., 'Acme Corp — Enterprise Plan', 'Website Redesign Project').
- •Pipeline Stage — Which stage the deal is currently in.
- •Deal Value — Estimated value in your default currency.
- •Expected Close Date — When you expect to win or lose this deal.
- •Probability — Your confidence percentage (0–100%). Used in weighted pipeline forecasting.
- •Contact — Link to the person you are negotiating with.
- •Account — Link to their company.
- •Owner — Which team member is responsible.
- •Description — Notes about the opportunity.
After Saving
The deal appears in both the List view and Kanban (Pipeline) view under the stage you selected. A timeline entry is created, and the deal value counts in your pipeline reports immediately.
Linking a Deal to a Lead
If this deal came from a lead, the best practice is to use the Convert button on the lead record — this creates the deal and automatically links it back to the lead, preserving the full history.
Frequently Asked Questions
Can a deal be linked to multiple contacts?
Each deal has one primary Contact field. To track multiple stakeholders, link the deal to an Account (which has multiple contacts) and note the additional people in the deal description or timeline.
What currency does deal value use?
Deal value uses your company's default currency, set in Settings → Org Details → Country. All reports aggregate deal values in this currency.
Can I attach files to a deal?
Yes. Open the deal detail page, scroll to the Attachments section, and upload files such as proposals, contracts, or presentations.
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