Create a deal

Open a new deal against a customer and put it in your pipeline.

You'll create a new deal and add it to your pipeline so you can track it from first contact through close. Deals let you organize opportunities by customer and stage, keeping your sales efforts visible and prioritized.

1

Open Deals in the sidebar.

Open Deals in the sidebar.

 

2

Click New deal.

Click New deal.

This opens the form where you'll define your new deal.

3

Name the deal, link the Customer, and set its Value.

Name the deal, link the customer, and set the expected value.

The expected value helps you forecast revenue and prioritize which deals to focus on.

4

Click Create deal — it lands in the Discovery column of your pipeline.

Click Create deal — it appears in the Discovery column of your pipeline.

 

The Discovery column is where all new deals start — you'll move them through your pipeline stages as they progress.

 

What's next

With your deal created, move it through your pipeline stages as the opportunity develops. Update the deal details and expected value as you learn more about the customer's needs.

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