Click the Type of record to create dropdown menu, then select Deal.
Set the Deal name, Deal pipeline and stage, Amount, Currency, and Close date.
In the Assign to dropdown menu, select how you want new deals to be assigned:
[Object]'s existing owner: by default, new deals will be assigned to the enrolled record's existing owner. If the enrolled record isn't assigned, the new deal won't be assigned to anyone. To select a custom owner property, click the Which owner dropdown menu and select the owner property.
Specific user: assign the deal to a specific user. To select the user, click the Which owner dropdown menu, then select the user.
No one: the deal will not be assigned to anyone.
Set the Yearly Contract End Date if the deal is contract-based.
To set additional properties for your deals, clickSet another deal property.
To copy a property on the current object to a property on your new deal, clickCopy a property to a deal property.