Create a deal manually

Track every opportunity from first contact to closed win.

Most of your deals will appear in your pipeline automatically when a lead fills out your Client Intake Form or calls your Phone Agent. For the times you need to add a deal manually, Wonderly gives you three ways to do it.

Method 1: Use the "Create new" button

When to use: You are somewhere else in Wonderly and want to create a deal without navigating to your pipeline first.

1. Click + Create new in the top navigation bar.

2. Select Deal from the menu.

3. Fill in your deal details, including deal name, company, value, and stage.

4. Click Create.

Expected outcome: The new deal appears in the pipeline stage you selected.

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Method 2: Add a deal from the pipeline header

When to use: You are already working in your deals pipeline and want to add a deal quickly.

1. Navigate to Sales → Deals.

2. Click + Add deal at the top-right corner of the pipeline.

3. Enter your deal details in the creation form.

4. Click Create.

Expected outcome: The new deal appears in the pipeline stage you selected.

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Method 3: Add a deal directly to a specific stage

When to use: You already know which stage the deal belongs to and want to place it there in one step.

1. Navigate to Sales → Deals.

2. Find the pipeline stage where the deal belongs (for example, New Manual Lead, Lead Qualified, or Meeting Scheduled).

3. Click Add deal within that stage column.

4. Enter your deal details.

5. Click Create.

Expected outcome: The new deal appears in the pipeline stage you selected.