Who this is for: Sales teams and workspace admins
A lead stores contact information; a deal represents a particular opportunity. A contact can have an enquiry that needs its own value, owner and progress.
Steps
Open Deals and choose the option to add a deal.
Select the related lead contact and give the deal a clear name.
Choose a pipeline, then a stage within that pipeline. Add the deal value, category, agent and dates required by your form.
Save the deal. Use its details to keep follow-ups, notes, files and proposals together where those tabs are available.
Use the list or board to review opportunities. Update the stage as the sales conversation progresses.
If you get stuck
Stages belong to a pipeline. If the expected stage is missing, check the selected pipeline and ask your admin to review lead settings. A deal value is a sales estimate; it is not a payment record.