In the Sales Hub, a deal is one specific job you're chasing. A scope of work for a customer. An RFP you're responding to. A quote opportunity. One deal per opportunity, even if it ends up being multiple separate quotes later.
Some examples of what a deal might be:
- “Pipeline tie-in — Acme Energy, Carstairs”
- “Hydrovac fleet rental — Westshore Construction Q3”
- “Crane services — refinery shutdown — Valero”
- “Site clearing — wind farm phase 2”
How to create one
Open the Deals tab
Click Deals in the Sales Hub nav. You're now on the sales board.
Click + New deal
Top right of the board.
Name the deal
Use a short, specific title that someone glancing at the board could understand. Format that works well: <em>What — for whom — where</em>. Example: “Pipeline welding — Acme Corp — Carstairs”.
Pick the primary contact
Who are you actually dealing with on this job? Start typing to match an existing contact, or click to create a new one. Their company auto-fills in the field below.
Pick the company (if it didn't auto-fill)
Same picker style as the contact. If the customer is on the CrewFinder directory and you haven't added them yet, see “pull from directory” in the contact / company guides.
Set a deal value (optional)
How much you think this job is worth in revenue. Leave blank if you don't know yet — you can fill it in once you've scoped the work. Pick a currency from the dropdown next to the amount; defaults to your workspace currency. Canadian and Australian customers will see CAD / AUD as options alongside USD.
Pick a stage
Defaults to the first stage on your board (typically “New lead”). Pick a different one if the deal is already further along.
Add a description (optional)
Scope notes, background, what your next step is. Anything that helps you or a teammate pick this up two weeks from now.
Save
The deal lands on your board. We open the detail page so you can keep going.
What happens after you save
- A card appears on your sales board in the stage you picked.
- A history entry logs that you created the deal, with the timestamp.
- The contact and company are linked — opening either of their records will show this deal under Active deals.
What to do next
- Log a note from the call you just had. Use the activity logger at the top of the deal's middle column.
- Set a task for your next follow-up — “call back Friday”, “email scope”.
- Build a quote when you're ready to send pricing. See Two ways to quote.
- Move the card on the board as the deal progresses. See Working your sales board.
Don't over-engineer the title
You can rename a deal anytime. Don't sit there for two minutes deciding the perfect name — “Pipeline — Acme” is fine. You'll edit it later when scope firms up.
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Working your sales board
Drag deals between stages, switch between board and list view, and see your pipeline on a map.
Customising your sales board (stages)
Add, rename, reorder, and delete stages on your pipeline so the board matches how your business actually sells.
Adding contacts
Three ways to get people into your Sales Hub: add one by hand, upload a CSV, or convert an inquiry from your CrewFinder inbox.
Two ways to quote — built quotes vs uploaded PDFs
Pick the quote style that fits the job. Build line by line for clean repeatable work, or upload a PDF you've already prepared in your own template.