Create and Manage Deals

Before you start#

Make sure your pipeline is ready — see Set Up Your Deal Pipeline Stages. Then open the Deals module.

Create a deal#

Click Create Deal and fill in the form:

• Deal Owner (required) — defaults to you; change it to assign the deal to a teammate.
• Deal Name (required, must be unique).
• Amount — the deal value.
• Stage (required) — where it sits in your pipeline.
• Closing Date — the expected close date.
• Deal Type — New Business or Existing Business.

Click Save (or Save and New to add another).

🎉 Now, your deal is created — here is how it appears:

Manage a deal#

The detail page has an Overview tab (all the deal’s fields) and a Timeline tab (its full history — see the activity timeline). Use Edit to change fields, the quick-action chips to add a task, call, or meeting, and the Related sidebar to link records.