# Create Deals

Deals help you track opportunities through each stage of your sales pipeline.

You can manage deals using a Kanban board, update deal stages, assign owners, and keep all related information in one place.

## How Deals work

Deals move through stages that represent different steps in your sales process.

Each deal can be associated with:

A customer

One or more contacts

Financial details

Notes, attachments, and activities

You can update deals at any time as they progress through the pipeline.

## Step 1: Create a new deal

Go to Deals

Click Create Deal

This opens the deal creation form.

## Step 2: Enter deal details

Fill in the relevant information for the deal, including:

Deal name

Deal owner – assign a team member responsible for the deal

Customer – associate an existing customer or create a new one

Deal value / financial details

Probability

Deal stage

Notes (optional)

Attachments (optional), such as proposals, invoices, or contracts

## Step 3: Save the deal

After completing the required fields, save the deal.

The deal will appear in the pipeline under the selected stage.

## Step 4: Manage deals on the Kanban board

Open the Deals Kanban board

Drag and drop deals between stages as they progress

Click into a deal to update details at any time

You can adjust deal information, stage, owner, and attachments whenever needed.

## Step 5: Use watchlists (optional)

You can add deals to watchlists (by member or group) to:

Stay updated on key deals

Monitor important opportunities across the team

## Summary

Create and manage deals in a visual Kanban board

Track deals through customizable stages

Assign owners and associate customers

Update deal details and stages at any time

## What’s next

After creating deals, you can:

Link contacts and activities

Track progress through stages

Use AI insights and scoring to prioritize opportunities

Creating deals helps you keep your sales pipeline organized and always up to date.

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/create-deals-bTCBCHHwrL

## Related guide pages

- [Alano User Guideline](https://alano.ai/docs/)
- [Customization](https://alano.ai/docs/customization-8ddSaxvPIY)
- [Welcome to Alano](https://alano.ai/docs/welcome-to-alano-1dTWipd7yW)
- [Features](https://alano.ai/docs/features-TcyTIG1kHe)
- [Contacts/Customers](https://alano.ai/docs/contactscustomers-LZZkPk05en)
- [Alatasks](https://alano.ai/docs/alatasks-rfB2f4M6Ho)
- [Deals](https://alano.ai/docs/deals-glGb1Ojq9n)
- [Price Control](https://alano.ai/docs/price-control-EG1yfVJarE)
- [Manager Review Rights](https://alano.ai/docs/manager-review-rights-Al76Cjbfxv)
- [Deal Visibility Restrictions](https://alano.ai/docs/deal-visibility-restrictions-xU6acEpKte)
- [Deals Linking](https://alano.ai/docs/deals-linking-LZdn0NLWM6)
- [AI Document Generation](https://alano.ai/docs/ai-document-generation-eKD81uBZzg)
- [Persons Association (Deals)](https://alano.ai/docs/persons-association-deals-MDL8MZEPMs)
- [Custom Objects](https://alano.ai/docs/custom-objects-vKkregeoYs)
- [Alanotes](https://alano.ai/docs/alanotes-qFBrxuMSQa)
- [Resources](https://alano.ai/docs/resources-C4DgheeRju)
- [Intelligence](https://alano.ai/docs/intelligence-C27rBzbm0P)
- [Settings](https://alano.ai/docs/settings-WGYKnuS6lc)
- [Alano AI Chatbot](https://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1)

Last generated: 2026-06-30