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