Every Deal must be linked to a contact. When creating a new Deal, make sure you set up the essentials so it’s properly tracked in your pipeline.
Steps to Create a Deal
Click the +New Deal button
Choose the Pipeline Stage
Assign the Deal to the right stage in your pipeline. You can move it later if needed.
Select the Deal Owner
Choose who is responsible for this Deal. Owners can track progress, follow up, and receive notifications.
Select or add a new Contact
A Deal must always be tied to a contact. Once you select a contact, you’ll have the option to:
Adjust the Job Address (if different from the contact’s default)
Set the Deal Source (e.g., referral, website, ad campaign)
Where You Can Create a Deal
You can start a Deal from several places in PaintScout:
Dashboard or Deals Page: Create a new Deal directly while reviewing your opportunities.
Contact or Company Profile: Create a Deal that’s instantly linked to the customer.
From an Estimate: Click the dropdown next to the Send button and choose Create Deal to tie it directly to that estimate.
Editing a Deal
Once a Deal is created, you can update or expand its details at any time.
Click the "..." (More) menu or the pencil icon on the Details card. Here you can:
Change the Deal Name
Update the Stage in your pipeline
Reassign the Deal Owner
Change or update the Contact (and even edit the contact directly here)
Adjust the Location and Source
