How to Add a Deal
A deal is a revenue opportunity. Create one when a lead shows real buying intent so you can track it to close.
Open the Deals page
Click Deals in the sidebar to see your pipeline, then click + Create Deal in the top-right.
The Create Deal form
A form opens for the deal's details.
Fill in the deal basics
Enter the deal name, its value, the deal type, and the current status.
Add the finer details
Link the deal to a lead or contact, set the expected close date, and add notes.
Deal created
Click Create. Your deal is saved with its own reference number and appears in the pipeline.
