---
title: "Getting Started with Deals"
description: "Learn how to track and manage sales opportunities using the Deals section in ClearCRM."
url: https://help.clearcrm.com/en/articles/11496617-getting-started-with-deals
collection: "Deals"
updated: 2026-04-07
language: en
---

# Getting Started with Deals

Learn how to track and manage sales opportunities using the Deals section in ClearCRM.

**How to Create and Manage Deals**

Deals are an essential part of your sales journey in ClearCRM. Whether you're nurturing a lead or working with an existing customer, deals help you manage and track every sales opportunity from initial contact to closing.

## Accessing the Deals Section

Start by navigating to the left-hand menu. Expand **CRM** and click on **Deals**. This brings you to the main Deals board—a visual pipeline that shows your opportunities at various stages.

## What is a Deal?

A deal represents a potential sale—like a service package or a custom solution you’re discussing with a lead or customer. In ClearCRM, deals are flexible records you can connect to:

-   Leads
    
-   Customers
    
-   Proposals
    
-   Contracts
    

## Understanding the Pipeline View

The main Deals page displays your pipeline as columns, each representing a stage in your sales process. Typical stages might include:

-   Qualified
    
-   Contact Me
    
-   Presentation Scheduled
    
-   Proposal Made
    

Each deal appears as a card within these columns, showing its title, stage, value, and other key details. This kanban-style layout helps your team stay organized and focused on what needs to move forward.

Click on a deal’s name to view its full detail page, including related contacts, documents, and progress tracking.

## Creating a New Deal

To create a deal manually:

1.  Click the **New Deal** button.
    
2.  In the popup form, enter the deal’s **title**, **value**, and **closing date**.
    
3.  Choose the appropriate **pipeline** and **stage**.
    
4.  Assign a **deal owner**.
    
5.  Link the deal to related entities like a **lead**, **customer**, **contract**, or **proposal**.
    
6.  Click **Save**.
    

Once saved, the deal card will appear in the selected stage of your pipeline. From there, you can drag and drop it to different stages as the opportunity progresses.