How to create a CRM deal
Learn how to create deals manually or automatically to keep your sales pipeline organized and responsive.
Deals are at the heart of your sales process, that represent opportunities you want to track, win, or follow up on. While you can always create deals manually for full control, User.com also gives you powerful automation tools to generate deals based on user behavior, forms, lead scoring, or CRM updates.
How to Create a Single Deal Manually
Creating deals manually is quick and flexible. It is ideal for sales representatives, account managers, or support agents who want to log a new opportunity on the fly. This option gives you full control over the initial setup of a deal, including its stage, value, and who it’s assigned to.
There are several places in the application where you can create a deal.
Pipeline View
Go to CRM > Deals section. There you will see the stages of one of the pipelines. If you have no pipelines created, please check this article.
This is a "Kanban view" where you can add a deal by clicking on a "Add a deal +" button in top right corner of the panel.
Fill the details of the deal.
Deal Table View
Go to CRM > Deals > Table view section. This is a list of all deals created for all the pipelines you have in your CRM. It is similar to the People/Company/Product sections.
To create a deal you need to click on a "Add a deal+" button in top right corner of the panel.
Fill the details of the deal.
User Profile
When you work with the specific user, you can add a deal directly from the User's Profile.
Find the "+" button near the Deal section on the left side of the User Profile and click on it.
This way the deal will automatically be assigned to the user.
Fill the details of the deal.
Company Profile
In B2B structure you work with a specific company. You can add a deal directly from the Company Profile.
Enter the Company Profile and find the "+" button near the Deal section on the left side of the profile.
This way the deal will automatically be assigned to the company.
Fill the details of the deal.
All of these steps lead to the deal creation form, which should be filled with the required details about the deal.
This form includes both standard and custom attributes. Some of them are obligatory:
Name
Pipeline
Stage
Status
Each team or organization may have its own internal standards and required fields when creating a deal, such as always including a source, setting a minimum value, or assigning a specific tag. Make sure your team aligns on these procedures to ensure consistency across your pipeline.
Example: A sales representative speaks with a lead during an inbound call and learns they’re interested in a custom service package. Right after the call, the specialist opens the CRM > Deals section, clicks “Create Deal”, fills in the lead’s info, adds a value of $3,000, selects the “Qualified” stage in the “B2B Sales” pipeline, and assigns it to themselves for follow-up. Now the opportunity is tracked and ready for the next step.
How to Create a Deal Automatically
Another possibility of creating deals is doing it via automations. This allows you to scale your sales process without manual input, ensuring that important opportunities are never missed, and your pipeline stays current based on real user behavior.
The “Create a Deal” action module can be used in any automation flow. This module lets you define all the key properties of a deal: name, value, pipeline, stage, assigned agent, person, company, and custom attributes. You can also insert dynamic values using the snippet tags.
The creating form is exactly the same as the one for the manual deal creation process. The most important here is to write a proper scenario/user story the automation flow should be based on.
Example: Creating a deal on a "Demo request" form submit.
A user submits a demo request form on the website or a dedicated landing page. It should trigger the automation and create a deal "Sales" pipeline on a "Requested" stage. The name of the deal should include the "Form Submitted + name of the user" information and should be assigned to one of two sales representatives responsible for the demo tours.
Using automations to create deals ensures that the sales team is always working with fresh, qualified opportunities without relying on manual data entry. It also improves handoffs between marketing and sales by automatically capturing intent signals and converting them into pipeline entries.
How to Create Deals in Bulk
CSV File/Paste Data
If you already have a list of opportunities, such as leads from an offline conference or data exported from some other tool - you can easily import them into User.com using a CSV file import or pasting data method. These options are especially useful for entering large volumes of deals quickly, without having to create each one manually.
Go to Settings > Importers > Import Deals section.
Choose if you want to upload a CSV file or paste the data right there.
Decide if you want to add any tags to the imported deals.
Check if the separator suits the data structure of your file/pasted data.
Make sure the encoding also suits the data structure of your file/pasted data.
To know more about the CSV import of the deals, please check a dedicated article about it.
How to Create Deals via REST API
It is also possible to create and update deals in User.com using the public REST API. This method offers full flexibility and is ideal for automating deal creation at scale, either one at a time or in bulk.
Create a Single Deal
To create a single deal with the help of the REST API you need to use the following endpoint:
Moreover, you can use deals as orders and add information about the products directly to the deal. To know more about "deals as orders" feature, please check this article.
Upload Deals in Bulk
There is an option for a mass deal import with the help of the REST API too. To proceed with the import, please use the endpoint below:
Please, remember that the imported CSV file should fulfil the standards of the CSV import.