Create a Deal
Add a sales opportunity with pipeline, stage, value, contacts, and files.
Deals track sales opportunities and potential revenue.
Create a Deal
- Open CRM > Deals.
- Select New Deal.
- Enter the Deal name.
- Add the deal Value and Currency.
- Choose a Status.
- Set Probability when your team forecasts by likelihood.
- Choose the Pipeline and Stage.
- Link an Account if the opportunity belongs to a company.
- Add an Expected close date.
- Assign sales users.
- Link contacts.
- Attach files if needed.
- Fill custom fields.
- Save the deal.
Required Fields
The deal name and pipeline are required. Stage is based on the selected pipeline. If you change the pipeline, review the stage because the stage list changes with the pipeline.
Use a deal name that includes the account, opportunity, or project so it stays recognizable in tables, kanban boards, reports, and workflow notifications.
Use the value field for expected deal value, not guaranteed revenue. If the amount is uncertain, document the assumption in a note and set probability or stage honestly so forecasts do not overstate the pipeline.
Expected close date should reflect the next realistic decision date or contract target. Update it when the timeline changes instead of leaving old close dates in the pipeline.
Contacts and Accounts
When you choose an account, the contact selector is filtered to contacts linked to that account. If a contact is missing, add or link the contact before saving the deal.
Check for an existing open deal before creating a new one. Duplicate deals split sales history, forecast values, notes, tasks, and follow-up responsibility.
If the opportunity involves several people, link the buyer, signer, technical contact, and day-to-day contact when those roles are known. This makes later emails, document sending, and handoffs easier.
Files
Files selected during deal creation upload after the deal is created. If a file upload fails, the deal can still be created; upload the file from the deal detail page afterward.
Create From Real Sales Context
Before creating a deal, confirm the opportunity is real enough to track. A deal should have at least a customer, a potential offer, an owner, and a next step. Use a lead note, contact activity, or task instead when the opportunity is still only a vague idea.
If the deal came from a form, booking, email, or imported list, check the source record before saving so pipeline, stage, value, and owner are not guessed.
After Saving
Open the deal detail page and add the next action. Every active deal should have an owner, stage, expected close date, and follow-up task or note explaining what happens next.
Also verify that the deal appears in the expected table or kanban view. If it is missing, check pipeline, stage, owner, status, filters, saved view, and permissions before creating another deal.
First Review Checklist
After creating the deal, check:
- account and contacts are linked
- pipeline and stage match the sales process
- value and probability are realistic
- expected close date is current
- owner has the next action
- proposal, estimate, or discovery-call file is attached when relevant