---
title: Add a deal
description: Add a Buying or Selling deal from Pipeline or from a contact's page, with an optional listing, value and expected close date.
search:
  keywords: [new deal, create deal, start a deal, new transaction, opportunity, purchase, sale]
related:
  - /pipeline-and-deals/buying-and-selling-deals
  - /pipeline-and-deals/move-a-deal
  - /pipeline-and-deals/the-deal-page
  - /pipeline-and-deals/listings-and-selling-deals
---

You add a deal with **Add deal**, on **Pipeline** or on the contact's own page.

## Add a deal from Pipeline

1. **Open Add a deal**

    On **Pipeline**, click **Add deal** at the top right. **Add a deal** opens on the side you are looking at.

2. **Choose the contact**

    Under **Contact**, search for the person. Picking them sets the side from their lead type, unless you already chose one: a Seller goes on **Selling**, and a Buyer, Investor or Renter on **Buying**. A Buyer & Seller leaves the side as it was, so check it.

3. **Check the side**

    Change **Side** if you need to. A deal can't move between sides on the board later, only from **Edit deal**.

4. **Choose a listing (optional)**

    Under **Listing**, search your listings, or click one next to **Suggested:**. For a Selling deal, the suggestions are the contact's own listings that don't have an open Selling deal yet. For a Buying deal, they are the listings the contact asked about on a property microsite or have a showing for.

5. **Name it and add a value**

    **Deal name** fills itself in from the listing's address, or the contact's name, followed by "purchase" or "sale", such as "4108 Duval St purchase". Type over it to change it. Add **Value ($)** in whole dollars.

6. **Pick the stage and close date**

    **Stage** starts at the side's first stage. Closed isn't offered here: you close a deal from the board or its page. Add an **Expected close date** if you have one.

7. **Save**

    Click **Add deal**. The deal appears on the board, and "Deal created" goes on the contact's timeline.

## Add a deal from a contact

On the contact's page, find **Deals** and click **Add deal**. The same dialog opens, with the contact already filled in. When the contact is a Buyer & Seller, pick **Buying** or **Selling** before you save.

## Selling deals and listings

A listing has one seller and at most one open Selling deal at a time, so:

- A seller with exactly one listing gets it filled in for you.
- If their only listing already has their Selling deal, the dialog says so, with **Open it** to go to that deal.
- Saving a Selling deal on a listing that already has one, or that has a different seller, shows what's wrong and saves nothing.

When the listing has no seller yet, the deal's contact becomes its seller. See [How listings and Selling deals stay in step](/pipeline-and-deals/listings-and-selling-deals).

:::note
Adding a seller to a listing starts their Selling deal for you, so you don't need **Add deal** for that.
:::