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Add and update a deal

Create new deals and mark them as won or lost with a reason.

Updated October 5, 2026

Every deal on the board is a contact in a stage. Adding a deal means adding a person straight into the stage they are at.

Adding a new person straight into the Test ride stage
Adding a new person straight into the Test ride stage

Steps

  1. Click Pipeline in the left icon rail.
  2. Find the stage the new person belongs in and click Add here in that column.
  3. A New contact drawer opens, already set to that stage. Fill in the name, email or phone.
  4. Pick an Owner and click Create. The deal card appears in the column.
  5. To move a deal, drag its card to another stage, or open the contact and click a step on its stage bar.
  6. When a deal falls through, open the contact and click Mark lost, then answer Why was this lost?

Good to know

  • You can change the owner of a deal at any time.
  • Marking a deal as lost helps you track why deals do not close.
  • The deal value helps you forecast revenue.
  • The total at the top of each column adds up the deal values in that stage.
Add and update a deal | HowdyBell Help Center