> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/create-a-deal-manually.md).

# Create a deal manually

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**

{% hint style="info" %}
When to use: You are somewhere else in Wonderly and want to create a deal without navigating to your pipeline first.
{% endhint %}

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**.

{% embed url="<https://app.supademo.com/demo/cmobgrzxf1l2rd1ilx9tehj42>" %}

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

***

### Method 2: Add a deal from the pipeline header

{% hint style="info" %}
When to use: You are already working in your deals pipeline and want to add a deal quickly.
{% endhint %}

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**.

{% embed url="<https://app.supademo.com/demo/cmobh9n1w1ltld1illki1e5rd>" %}

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

***

### Method 3: Add a deal directly to a specific stage

{% hint style="info" %}
When to use: You already know which stage the deal belongs to and want to place it there in one step.
{% endhint %}

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**.

{% embed url="<https://app.supademo.com/demo/cmobhjajg1mhod1ilaotbu7un>" %}

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