Create a Deal

Overview

Deals help you track sales opportunities with prospective customers so you can manage your entire sales pipeline directly in Apollo. Create deals to track sales opportunities, then add tasks to tackle the actions needed to progress your deals to the next stage.

Check out the following sections to create a deal, add and assign deal tasks, and build automated deal workflows.

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Create a Deal

To create a deal:

1. Launch Apollo and click Deals.
2. Click Create deal.

3. Fill out the deal form. By default, Apollo requires you to fill out the following fields for every deal:
   • Deal name: Give your deal a name. It can be anything that you choose, but it's best to keep it specific and descriptive.
   • Pipeline: Select a pipeline for this deal. Pipelines are structured flows, made up of different stages, that your leads move through as you navigate the deal process. Your team may use multiple pipelines to track deal progress for different ICPs or go-to-market campaigns.
   • Stage: Your deal's current stage in the pipeline you selected. Stage options are set by your team's admin in Settings when they create a pipeline.

4. Click Save when you're done.

You've now created a deal. You can access and manage your deals by going to Deals.

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Create Deal Tasks

You can create tasks for individual deals to track follow-up action items that you and your team need to complete.

To add a task to a deal:

1. Launch Apollo and go to Deals.
2. Click on the deal you want to update.
3. In the deal profile, click Create task.

4. Enter all relevant details for the task, including task name, description, assignee, priority, and due date.
5. Click Create task when you're done.

Your new task appears under upcoming activities in the deal's profile.

You can click on any task within the deal profile to mark it as complete, archive it, or update task settings like priority and due date. You can also go to Tasks to review and manage all of your Apollo tasks in one place.

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Use Workflows to Automate Deal Management

Workflows enable you to create and update deals automatically based on account and contact triggers. These automations help you better track deals and can reduce the time you spend on deal management.

When you create a new workflow from scratch or via a template, you have the option to select Deals as the workflow's target. You can set your workflow to run automatically based on a specific date, a recurring schedule, or a trigger event (deal created or deal updated).

You can also select Manage deals as your workflow's "Then do this" action, regardless of your target (people, companies, or deals). This enables you to update existing deals or create new deals automatically based on your workflow's triggers.

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Next Steps

Ready to take your deals even further? Explore these next steps to keep your pipeline organized and efficient.