Creating Deals
Deals can be created manually or generated automatically from your connected integrations.Creating a deal manually
- Click the + button in the sidebar or pipeline view
- Enter a deal name and select the company
- Set the initial stage, value, and close date
- Add relevant contacts from the company
- Click Create
Auto-created deals
When integrations are connected, Operate can suggest new deals based on:- Calendar meetings with new contacts at target companies
- Email threads that signal buying intent
- Slack conversations in connected deal channels
Best practices
- Name deals descriptively — include the company name and what you’re selling (e.g. “Acme Corp — Enterprise Plan”)
- Set a close date — even if it’s an estimate, it keeps your forecast realistic
- Add all relevant contacts — deals rarely involve just one person
- Create a Next Step immediately — every new deal should have a clear next action