> 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**.
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.
* **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**
***
## Related articles
* [Introduction to Deals](/support/operations/deals/introduction-to-deals.md) — Understand how deals work across sales and production
* [Deal Stages](/support/operations/deals/deal-stages.md) — Customize your sales and production stages
* [Schedule a Job](/support/operations/jobs/schedule-a-job.md) — Move production-ready work onto the calendar
---
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