How to create a deal
Record a sales opportunity: give it a title, choose the customer, add the products, and track it on the deals board.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A deal is an ongoing sale. It connects the customer, what they want to buy, and the value, and moves through the board's stages until it's won or lost.
Where to find it in Cognizy
Before you start
- The customer needs to be registered in .
- To add items, register the products in .
Step by step
- Step 1:
In the menu, open and click New deal.
- Step 2:
Write the Deal title. A good title says who the customer is and what they want.
- Step 3:
In Contact, type the customer's name and click on it in the list.
- Step 4:
In Items, click Add item and choose the product. The deal's value is the sum of the items.
- Step 5:
If you'd like, write what was agreed in Notes. Click Create deal.
- Step 6:
The deal appears in the first column of the board, with the customer and the value. Click the card to see the details.
How to know it worked
The deal's card appears in the first stage of the board, and the column's total adds up its value.
If something goes wrong
The customer doesn't show up in the search.
They're not registered yet. Register them in Serve › Customers › Contacts and come back to create the deal.
Next step
Move the deal between stages as the conversation progresses.
Sign in with your Cognizy account to save your progress.
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