---
title: "How to Create a New Deal"
description: "This article provides a step-by-step guide on creating a new Deal in ClearCRM."
url: https://help.clearcrm.com/en/articles/10748901-how-to-create-a-new-deal
collection: "Deals"
updated: 2026-10-02
language: en
---

# How to Create a New Deal

This article provides a step-by-step guide on creating a new Deal in ClearCRM.

## Navigating to the Deals Page

To create a new Deal:

1.  From the left navigation menu, click on **CRM**.
    
2.  Select **Deals** from the dropdown menu.
    
3.  Click on **New Deal** to open the deal creation form.
    

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165950_3551.png)

## Filling in the Deal Details

On the **New Deals** page, enter the required details:

## Required Fields

-   **Title**: Provide a descriptive title for the Deal.
    
-   **Deal Value**: Enter the expected value of the deal in decimal format (e.g., 300.00).
    
-   **Expected Close Date**: Choose the estimated closing date for the Deal.
    
-   **Pipeline**: Select the appropriate sales pipeline where the Deal belongs.
    
-   **Deal Owner**: Assign the Deal to a specific user in your organization.
    

## Optional Fields

-   **Source**: Indicate how the Deal was sourced (e.g., Web, Referral, Email, etc.).
    
-   **Stage**: Choose the current stage of the Deal within the sales process.
    
-   **Related To**: Link the Deal to an existing contact or customer.
    
-   **Assignee**: Assign the Deal to a team member responsible for managing it.
    
-   **Tags**: Add relevant tags to categorize the Deal.
    
-   **Deal Industry**: Specify the industry related to this Deal.
    

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165950_7681.png)

## Saving the Deal

Once all details are filled in:

1.  Review the entered information to ensure accuracy.
    
2.  Click on **Save Changes** to create the Deal.
    

Your new Deal will now be listed under the Deals section, where you can track its progress and make updates as needed.

## Additional Notes

-   You can edit a Deal at any time by navigating to the Deals section and selecting the specific Deal.
    
-   Deals can be moved through different sales stages as they progress.
    
-   Assigning Deals to the right team members ensures better follow-up and management.
    

By following these steps, you can efficiently create and manage Deals within ClearCRM, keeping your sales pipeline organized and up to date.