In this tutorial, we'll show you how to manually create a new deal.

From the Deals page, click on New deal in the upper right corner.

Select the Pipeline you wish to create the deal for.

Choose the stage of the pipeline you wish your new deal to be in.

Select the Person that's going to be associated with the deal. This should ideally be the primary contact that you're discussing the deal with.

Select the Organization associated with the deal. This should be the organization behind the primary contact person you're discussing the deal with.

Give a name to your new deal as intuitively as you can, so it'll be easily identifiable.

Click on Create to create and save your deal. You'll find it in the stage of the pipeline you've selected.