Create a Deal

Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.

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.

Important: 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.
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 Job Address 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.

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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.

  

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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

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Related articles

Introduction to Deals

Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.

Deal Stages

Customize your pipeline stages to match your workflow from lead request through job completion.

Link Estimates to Deals

Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate.

Unlink an Estimate

Remove the association between an estimate and a deal while keeping both records intact in PaintScout.