---
title: Add Deal to CRM
description: "## How to Add a Deal Deals help you track opportunities through your pipeline so nothing slips through the cracks. ### Step 1: Open the Deals Section Go to **Deals** from the main menu. ### Step 2: Create a New…"
url: "https://neersoft.com/docs/add-deal-to-crm/"
updated: "2026-07-13"
category: Deal Management
---

# Add Deal to CRM

## How to Add a Deal

Deals help you track opportunities through your pipeline so nothing slips through the cracks.

### Step 1: Open the Deals Section

Go to **Deals** from the main menu.

### Step 2: Create a New Deal

1. Click **Add Deal** (or the **+** button).
2. Enter the **deal name**.
3. Select the **customer** this deal belongs to.
4. Link the relevant **service**.
5. Add the **deal value** and current **stage** in your pipeline.

### Step 3: Save

Click **Save** to add the deal to your pipeline.

✅ Your deal is now being tracked and will appear in the **Deals** list.

**Tips**

- Always link a customer and service so your reports stay accurate.
- Update the deal stage as it moves forward to keep your pipeline current.
- You can edit or remove a deal anytime from the **Deals** list.

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[Add Deal to NeerSoft CRM](https://www.youtube.com/embed/YfLWoeqrqeg?feature=oembed&enablejsapi=1)