Create a deal

Add a revenue opportunity and link it to the right Contact or Lead.

5 min readUpdated July 2026

Before you begin

  • Know the deal name, amount, owner, stage, expected close date, and linked Contact or Lead
Video walkthrough placeholder for creating a Flowforce deal.
Video: Create a deal
Video walkthrough placeholder for creating a Flowforce deal.

Create the deal

  • Open Deals
  • Click New deal
  • Enter required deal fields
  • Link Contact or Lead
  • Save and review the deal detail page
New deal form with name, amount, stage, owner, close date, and linked contact or lead.
New deal form with name, amount, stage, owner, close date, and linked contact or lead.
Saved deal detail page with amount, stage, linked record, notes, tasks, and meetings.
Saved deal detail page with amount, stage, linked record, notes, tasks, and meetings.

What you should see

The deal should appear in Deals, link to the selected person, and show on the right stage in table and board views.

Common issues

  • Cannot save — required fields are missing
  • Linked record missing — check permissions and search spelling
  • Wrong stage — update the stage after saving

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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