Three ways to create a deal:
1. Quick-add on the kanban
Each kanban column has a + Quick Add form at the bottom. Type a deal name, hit Enter, and the deal is created in that stage with sensible defaults. 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, probability override (otherwise uses the stage default), notes, custom fields.
3. From a contact or company
On a contact or company detail page, the Deals tab has a + New Deal action that pre-fills the contact and company so you don't have to look them up again.
What happens on save
- The deal lands in the chosen stage with the stage's default probability.
- An "Activity Created" entry is logged.
- Workflows that listen for "Deal Created" fire (auto-assign owner, send follow-up, etc.).