Create Deal

Create a new deal record to track a sales opportunity through the pipeline. The form is organized into sections: deal source selection (new contact, prospect, or business partner), basic deal information, and additional details such as source attribution and notes. After saving, the deal is assigned a system code and you are taken to the Deal Detail page.

Accessing the Page

From the Deal List or the Pipeline, click New Deal, or navigate directly to /deals/new.

Form Sections

Deal Source

This section only appears when creating a new deal (not in edit mode). Choose how the deal is linked:

Option	Description
New Contact (Direct)	Enter contact information manually with no system link. Hidden if the tenant requires a BP or prospect.
Existing Prospect	Link the deal to a prospect already in the system. Contact fields are auto-populated from the selected prospect.
Existing Business Partner	Link the deal to a business partner record. Company name and contact fields are auto-populated from the selected BP.

When Existing Prospect is selected, a prospect search box appears below the radio buttons. When Existing Business Partner is selected, a business partner search box appears.

Region enforcement: If the tenant has Require Region Assignment enabled in CRM Configuration, deals linked to a prospect or business partner that has no region assigned will show a warning and the form cannot be submitted until the linked entity has a region.

Direct contact fields (shown when Direct is selected and region assignment is required):

Field	Required	Type	Description	Default	Validation
Company Name	No	Text	Company or organization name	—	—
Contact Name	No	Text	Primary contact person’s name	—	—
Email	No	Email	Contact email address	—	Valid email if provided
Phone	No	Text	Contact phone number	—	—
Region	Yes (conditional)	Entity select	Region assignment; required when enforce-region is on	—	Required if tenant setting is enabled

Basic Information

Field	Required	Type	Description	Default	Validation
Title	Yes	Text	Deal name displayed everywhere	—	Max 200 chars
Stage	Yes	Select	Pipeline stage with color indicator and icon	First stage in sort order	Must select a non-closed stage
Amount	Yes	Number	Deal value	0	Must be 0 or greater
Probability	No	Slider + Number	Estimated close probability as a percentage	50	0–100
Expected Close Date	No	Date	Target date for closing the deal	—	—
Description	No	Textarea	Free-text deal description	—	—

The Probability field uses a combined slider and numeric input. Both controls stay in sync.

Additional Information

Field	Required	Type	Description	Default	Validation
Source	No	Text	Lead source (e.g., “Website”, “Referral”)	—	—
Campaign	No	Text	Marketing campaign name	—	—
Tags	No	Text	Comma-separated tags	—	Split on commas, whitespace trimmed
Notes	No	Textarea	Internal notes about the deal	—	—

Contact Information (edit mode only)

When editing an existing deal, a Contact Information section appears with these fields:

Field	Required	Type	Description
Company Name	No	Text	Company name on the deal
Contact Name	No	Text	Contact person’s name
Email	No	Email	Contact email
Phone	No	Text	Contact phone

Validation Rules

Rule	Behavior
Title required	Cannot submit without a title
Title max length	Title must be 200 characters or fewer
Stage required	Cannot submit without selecting a stage
Amount must be non-negative	Amount must be 0 or greater
Probability range	Must be between 0 and 100
Email format	Must be a valid email if provided
Region required (conditional)	If tenant enforce-region setting is on and Direct type is selected, a region must be picked
Prospect/BP region (conditional)	If the linked prospect or BP has no region and enforce-region is on, form submission is blocked with a warning
BP/Prospect required (conditional)	If tenant requires BP or Prospect, the Direct option is hidden and a prospect or BP link is mandatory

Post-save behavior

After successful creation:

• The deal is assigned an auto-generated code (format configured in CRM Configuration, default: DEAL-00001).
• The deal owner is set to the currently logged-in user.
• You are redirected to the Deal Detail page for the new deal.

An Unsaved Changes guard is active after you begin entering data. Navigating away shows a browser confirmation dialog.

Permissions and system behavior

• Requires Create Deal permission.
• Users without this permission see an Access Denied message when they reach the page.

Common tasks

1. Click New Deal from the Deal List or Pipeline.
2. Select the deal source and fill in the title, stage, and amount.
3. Click Create Deal to save and open the detail page.

Related Pages

• Deal List — Return to the full deal list
• Pipeline — Kanban board view
• Deal Detail — View the newly created deal
• CRM Configuration — Configure deal creation rules and code format