TormanoTwo ways to create a deal:
1. Quick-add on the kanban
Each kanban column has an inline Add deal form at the bottom. Type a deal name (and optionally a value), and the deal is created in that stage. Fastest for active selling.
2. Full create form
Click + New Deal at the top of the list page, or use the + Quick Create dropdown. Required fields:
- Name - what you're selling, e.g. "Acme Annual Renewal"
- Pipeline - usually one default; configure more in Settings > Pipelines
- Stage - which column on the kanban
- Value + Currency - the deal amount
Optional: contact link, company link, owner, expected close date, notes, custom fields. Use the contact and company search boxes in the create form to link the deal to a person and an account - no need to leave the form to look them up.
What happens on save
- The deal lands in the chosen stage with the stage's default probability.
- The creation is logged in the audit trail.
- Workflows that listen for "Deal Created" fire (auto-assign owner, send follow-up, etc.).