Create a deal

Two ways to create a deal:

From the board

Each column on the board has an Add deal box at the bottom. Type a name, add a value if you have one, and the deal appears in that stage. This is the fastest way while you are selling.

From the full form

Click + New Deal at the top of the list page, or use the + Quick Create dropdown. Required fields:

• Name: what you are selling, such as Acme Annual Renewal.
• Pipeline: most teams have one; add more under Settings > Pipelines.
• Stage: which column the deal starts in.
• Value and Currency: the deal amount.

Everything else is optional: contact, company, owner, expected close date, notes, and custom fields. The contact and company boxes search as you type, so you can link the deal without leaving the form.

What happens on save

• The deal lands in the chosen stage and follows that stage’s probability. To give one deal its own figure, type it in the Probability field of the deal form (new or edit); clear the field to go back to the stage’s.
• The creation is logged in the audit trail.
• Any workflow waiting on Deal Created runs, such as assigning an owner or sending a follow-up.