To create a deal in PaintScout, click +New Deal, choose a pipeline and stage, assign an owner, and select a contact. Every deal must be linked to a contact.
🔒 This feature requires the paid Operations Add-on.
How to Create a Deal
1. Click +New Deal.
2. Choose the Pipeline and Stage.
Choose Sales for pre-sale work like appointments and follow-ups.
Choose Production for work you want to schedule and assign.
You can move the deal later.
3. Select the Deal Owner.
Choose who owns the deal.
The owner can track progress and receive notifications.
Change the deal owner as the job progresses down the pipeline.
4. Select an existing contact or add a new one.
Every deal must be tied to a contact.
After you select a contact, you can:
Adjust the Location if it differs from the contact’s address.
Set the Deal Source, such as a referral or ad campaign.
Production deals include scheduling tools like the Schedule card once the deal is ready for active work.
Where Can I Create a Deal?
You can create a deal from several places in PaintScout:
Dashboard or Deals page: Create a deal while reviewing your opportunities.
Contact or Company profile: Create a deal that is already linked to the customer.
From an estimate: Click the dropdown next to Send, then choose Create Deal.
Editing a Deal
Once you create a deal, you can update its details at any time.
Click the ... menu or the pencil icon on the details card. You can then:
Change the Deal Name
Update the Stage and Pipeline
Reassign the Deal Owner
Change the Contact
Adjust the Location and Source
