> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/deals/how-to-create-a-deal.md).

# Create a Deal

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.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

## How to Create a Deal

1. Click **+New Deal**.

   <figure><img src="/files/Ibj3pNPOit3QsY7V6PcO" alt=""><figcaption></figcaption></figure>
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.

{% hint style="info" %}
Production deals include scheduling tools like the **Schedule** card once the deal is ready for active work.
{% endhint %}

***

## 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.

  <figure><img src="/files/FjqXhorqEXBCuDisAT82" alt=""><figcaption></figcaption></figure>
* **Contact or Company profile:** Create a deal that is already linked to the customer.

  <figure><img src="/files/L79KTsJjAj2sj9wpFeSC" alt=""><figcaption></figcaption></figure>
* **From an estimate:** Click the dropdown next to **Send**, then choose **Create Deal**.

  <figure><img src="/files/7fOSK1yZnXQdAHUUDAcw" alt=""><figcaption></figcaption></figure>

***

## 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**

<figure><img src="/files/JwTGFBzhuc86FIcnn1yR" alt=""><figcaption></figcaption></figure>

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Introduction to Deals</strong></td><td>Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.</td><td><a href="/pages/uhSisoG7wkG0MUYBlrjP">/pages/uhSisoG7wkG0MUYBlrjP</a></td></tr><tr><td><strong>Deal Stages</strong></td><td>Customize your pipeline stages to match your workflow from lead request through job completion.</td><td><a href="/pages/kqcttVnZT4jrbrY3XSXX">/pages/kqcttVnZT4jrbrY3XSXX</a></td></tr><tr><td><strong>Link Estimates to Deals</strong></td><td>Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate.</td><td><a href="/pages/W25oEqdT9I4x4dK0QKPz">/pages/W25oEqdT9I4x4dK0QKPz</a></td></tr><tr><td><strong>Unlink an Estimate</strong></td><td>Remove the association between an estimate and a deal while keeping both records intact in PaintScout.</td><td><a href="/pages/z5i5kuELOF4fQDIVkviP">/pages/z5i5kuELOF4fQDIVkviP</a></td></tr></tbody></table>


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