---
title: Managing Deals
description: This article covers creating, moving, and closing deals in HiveCRM.
url: "https://hiveplugins.com/docs/managing-deals/"
updated: "2026-09-27"
category: HiveCRM
---

# Managing Deals

This article covers creating, moving, and closing deals in HiveCRM.

## Create a Deal

1. Go to **Hive CRM → Deals**.
2. Click **Add Deal**.
3. Fill in the deal's title, value, contact, pipeline, and stage.
4. Click **Save**.

If you've configured a **Default Sales Pipeline** and **Default Initial Stage** under [Deal Pipeline Settings](deal-pipeline-settings.md), those are pre-filled automatically.

## Move a Deal Through Your Pipeline

- From the **Kanban board**, drag the deal card into a different stage column.
- From the deal's detail page or the List view, edit the deal and change its **Stage** field.

## Switch Between Pipelines

If you use more than one pipeline, use the pipeline filter on the Deals screen to switch which pipeline's board you're viewing.

## Assign a Deal to a Staff Member

Open the deal and set its assigned staff member so the right person on your team owns it. Staff assignment also drives notifications — see [Notifications Settings](notifications-settings.md).

## Attach Notes and Files

A deal's detail page supports notes and file attachments, useful for keeping proposals, call notes, and other context attached to the opportunity.

## Win or Lose a Deal

Move the deal into your pipeline's closing stage (for example "Won" or "Lost") to mark its outcome. Winning a deal is typically the point where you'd create a [Project](projects-overview.md) or [Invoice](estimates-invoices-overview.md) for the client.

## Delete a Deal

Open the deal and click the delete action, then confirm. Deleted deals are moved to **Trash** and can be restored before being permanently removed.

## Related Documentation

- [Deals & Pipeline Overview](deals-pipeline-overview.md)
- [Deal Pipeline Settings](deal-pipeline-settings.md)
- [Managing Leads](managing-leads.md)