{"id":11803,"date":"2025-04-11T10:05:56","date_gmt":"2025-04-11T07:05:56","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11803"},"modified":"2026-02-11T11:10:38","modified_gmt":"2026-02-11T08:10:38","slug":"how-to-create-and-manage-deals-in-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-create-and-manage-deals-in-snov-io-crm\/","title":{"rendered":"How to create and manage deals in Snov.io CRM"},"content":{"rendered":"<p class=\"\" data-start=\"0\" data-end=\"159\"><em>In this article, you\u2019ll learn how to create and manage deals in pipelines in Snov.io CRM to stay organized and efficiently track your sales progress.<\/em><\/p>\n<p><a href=\"#create\"><span style=\"font-weight: 400;\">How to create a deal<\/span><\/a><\/p>\n<p><a href=\"#manage\"><span style=\"font-weight: 400;\">How to manage deals<\/span><\/a><\/p>\n<p><a href=\"#groups-and-fields\"><span style=\"font-weight: 400;\">How to add groups and custom fields to deals<\/span><\/a><\/p>\n<p><b>A<\/b> <b>deal in <a href=\"https:\/\/app.snov.io\/crm\/\" target=\"_blank\" rel=\"noopener\">Snov.io CRM<\/a><\/b><span style=\"font-weight: 400;\"> is a sales opportunity represented as <\/span><b>a card in your pipeline<\/b><span style=\"font-weight: 400;\">. It helps you track the progress of a potential customer through different sales stages \u2014 from first contact to closing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Each deal card includes details like:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">linked prospects and their contact details<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">the value of the deal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">the team member responsible for closing it<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">the stage of the deal in your pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">a\u00a0 timeline of interactions with the prospect<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">any related tasks, meetings, and notes<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Deals are fully customizable. You can add up to 200 custom fields to each deal with any data you need.<\/p>\n<h2 id=\"create\"><strong><span style=\"font-size: 20pt;\">How to create a deal<\/span><\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">There are multiple ways to create a deal in Snov.io CRM:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-weight: 400;\">from the Deals tab\u00a0<\/span><\/li>\n<li><span style=\"font-weight: 400;\">quick add in the pipeline\u00a0<\/span><\/li>\n<li>f<span style=\"font-weight: 400;\">rom a Prospects list<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Creating a deal on Deals page<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Click the <\/span><b>Create deal<\/b><span style=\"font-weight: 400;\"> button in the toolbar <\/span><span style=\"font-weight: 400;\">in <\/span><a href=\"https:\/\/app.snov.io\/crm\/\"><span style=\"font-weight: 400;\">Snov.io CRM<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38775 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal.png\" alt=\"\" width=\"1649\" height=\"892\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal.png 1649w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-300x162.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-1024x554.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-768x415.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-1536x831.png 1536w\" sizes=\"(max-width: 1649px) 100vw, 1649px\" \/><span style=\"font-weight: 400;\">Fill in the deal info:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Name your deal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add tags (optional) to help organize deals in the pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set the responsible person to assign the deal to. The default responsible user is the one who creates the deal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set the value \u2014 the budget of the deal. The default currency is USD, $ but you can change it in the drop-down in the same line. A note for teams: only the Team leader can update the currency<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add the prospect or choose one from your existing prospect lists by typing their e-mail address.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>All the changes are now reflected in the deal card.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38776 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal.png\" alt=\"\" width=\"1438\" height=\"821\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal.png 1438w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-300x171.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-1024x585.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-768x438.png 768w\" sizes=\"(max-width: 1438px) 100vw, 1438px\" \/><span style=\"font-weight: 400;\">Select the pipeline and stage for this deal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By default, the deal will be added to the pipeline where it was created. To change the pipeline, click on its name and choose a different one.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38777 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline.png\" alt=\"\" width=\"1427\" height=\"542\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline.png 1427w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-300x114.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-1024x389.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-768x292.png 768w\" sizes=\"(max-width: 1427px) 100vw, 1427px\" \/><span style=\"font-weight: 400;\">Pipeline <strong>stages<\/strong> show your progress toward closing the deal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hover over each stage to see its name, then select the one that best reflects the current status of the deal you're creating.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38778 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages.png\" alt=\"\" width=\"1425\" height=\"539\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages.png 1425w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-300x113.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-1024x387.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-768x290.png 768w\" sizes=\"(max-width: 1425px) 100vw, 1425px\" \/><span style=\"font-weight: 400;\">Once you added all the deal information, click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your new deal will appear in the pipeline<\/span><b>. <\/b><span style=\"font-weight: 400;\">You can update its name, stage, pipeline or any other details at any time.<\/span><\/p>\n<h3 id=\"quick-add\"><span style=\"font-size: 16pt;\"><b>Creating a deal through Quick add<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Go to the <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/pipeline\"><span style=\"font-weight: 400;\">Deals<\/span><\/a><span style=\"font-weight: 400;\"> page and click the <\/span><b>Quick add<\/b><span style=\"font-weight: 400;\"> button.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38780 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add.png\" alt=\"\" width=\"1443\" height=\"647\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add.png 1443w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-300x135.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-1024x459.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-768x344.png 768w\" sizes=\"(max-width: 1443px) 100vw, 1443px\" \/><span style=\"font-weight: 400;\">In the deal form, add the following info:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">deal name (optional): by default, if you leave the name field empty, the deal will be automatically named after the linked prospect \u2014 for example, \u201cJohn Doe deal\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">deal value (optional)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">prospect\u2019s name: if the person is already in your Snov.io list, their info will show up as soon as you type their name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">prospect\u2019s email and list<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Click <\/span><b>Save <\/b>to reflect the changes.<span style=\"font-weight: 400;\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38781 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form.png\" alt=\"\" width=\"1435\" height=\"692\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form.png 1435w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-300x145.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-1024x494.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-768x370.png 768w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><span style=\"font-weight: 400;\">You will now see your new deal in the pipeline.<\/span><\/p>\n<h3><span style=\"font-size: 16pt;\"><b>Creating a deal from a Prospects list<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In your Prospect list, select one or more prospects, then click<\/span><b>\u202f Create deal<\/b><span style=\"font-weight: 400;\">.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38782 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals.png\" alt=\"\" width=\"1710\" height=\"641\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals.png 1710w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-300x112.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-1024x384.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-768x288.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-1536x576.png 1536w\" sizes=\"(max-width: 1710px) 100vw, 1710px\" \/><span style=\"font-weight: 400;\">In the pop-up window, select the pipeline and stage for the new deal(s), then click\u202f<\/span><b>Add<\/b><span style=\"font-weight: 400;\">.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38783 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals.png\" alt=\"\" width=\"1165\" height=\"728\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals.png 1152w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-300x188.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-1024x640.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-768x480.png 768w\" sizes=\"(max-width: 1165px) 100vw, 1165px\" \/><span style=\"font-weight: 400;\">If you select multiple prospects, a separate deal will be created for each one. Each deal will use the prospect\u2019s name automatically and all will share the same pipeline and stage you selected.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38784 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created.png\" alt=\"\" width=\"1159\" height=\"554\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created.png 1159w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-300x143.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-1024x489.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-768x367.png 768w\" sizes=\"(max-width: 1159px) 100vw, 1159px\" \/><span style=\"font-weight: 400;\">Once the deals are created, you\u2019ll see a link to the selected pipeline. Click it to view your new deals in the Deals tab.<\/span><\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p>To quickly add new prospects to deals, use the <a href=\"https:\/\/snov.io\/email-finder\" target=\"_blank\" rel=\"noopener\">Email Finder<\/a> to source verified contact information.<\/p>\n<p class=\"\" data-start=\"494\" data-end=\"631\">Also, run their email through the <a href=\"https:\/\/snov.io\/email-verifier\" target=\"_blank\" rel=\"noopener\">Email Verifier<\/a> to ensure it\u2019s valid before assigning a prospect to a deal.<\/p>\n<\/div>\n<\/div>\n<h2 id=\"manage\"><strong><span style=\"font-size: 20pt;\">How to manage deals<\/span><\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Organize your workflow by choosing how deals are displayed. You can filter, move or search for deals to manage them easily.<\/span><\/p>\n<h3><b>How to change pipeline view<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You can view deals as a stage-based pipeline or a simple list. Click the <strong>display<\/strong> <strong>icon<\/strong> to switch between views.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pipeline view:<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38785 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view.png\" alt=\"\" width=\"1792\" height=\"819\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view.png 1792w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-300x137.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-1024x468.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-768x351.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-1536x702.png 1536w\" sizes=\"(max-width: 1792px) 100vw, 1792px\" \/>List view:<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38786 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list.png\" alt=\"\" width=\"1948\" height=\"766\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list.png 1948w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-300x118.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-1024x403.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-768x302.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-1536x604.png 1536w\" sizes=\"(max-width: 1948px) 100vw, 1948px\" \/><\/p>\n<h3><b>How to move deals in the pipeline<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">To update a deal\u2019s stage as you progress in closing them, just drag and drop it to the new stage column. It will automatically appear at the top of that stage\u2019s list.<\/span><\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-11803-1\" width=\"640\" height=\"334\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4?_=1\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4<\/a><\/video><\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">To remove a deal, drag and drop it to the <\/span><b>Delete <\/b><span style=\"font-weight: 400;\">area at the bottom. You can also move it to <\/span><b>Lost <\/b><span style=\"font-weight: 400;\">or <\/span><b>Won <\/b><span style=\"font-weight: 400;\">to mark it as failed or successfully closed.<\/span><\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-11803-2\" width=\"640\" height=\"356\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4?_=2\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4<\/a><\/video><\/div>\n<\/div>\n<h3><b>How to filter deals by status<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You can use the status filter to view only <\/span><b>active<\/b><span style=\"font-weight: 400;\">, <\/span><b>lost <\/b><span style=\"font-weight: 400;\">or <\/span><b>won <\/b><span style=\"font-weight: 400;\">deals. By default, you will see only Active deals in your pipeline.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38787 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter.png\" alt=\"\" width=\"1410\" height=\"632\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter.png 1410w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-300x134.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-1024x459.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-768x344.png 768w\" sizes=\"(max-width: 1410px) 100vw, 1410px\" \/><\/p>\n<h3><b>How to find deals in the pipeline\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">To find a deal, start typing its name in the search bar. The search will look through all pipelines, not just the one you're currently in.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38788 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search.png\" alt=\"\" width=\"1890\" height=\"716\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search.png 1890w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-300x114.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-1024x388.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-768x291.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-1536x582.png 1536w\" sizes=\"(max-width: 1890px) 100vw, 1890px\" \/><\/p>\n<h2 id=\"groups-and-fields\"><strong><span style=\"font-size: 20pt;\">How to add groups and custom fields to deals<\/span><\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">To keep your data organized, you can add groups and custom fields to your deal card. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Custom fields let you include extra details like shipping preferences, product weight or addresses. You can then organize these fields into groups based on the type of data.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38790 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details.png\" alt=\"\" width=\"1221\" height=\"726\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details.png 1221w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-300x178.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-1024x609.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-768x457.png 768w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/><span style=\"font-weight: 400;\">You can add up to 10 field groups and 200 custom fields. Here\u2019s how to do it.<\/span><\/p>\n<h3><b>Adding a group<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Click the <\/span><b>Settings <\/b><span style=\"font-weight: 400;\">icon under the deal stage to open the deal data grouping and field settings.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38789 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings.png\" alt=\"\" width=\"1228\" height=\"734\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings.png 1228w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-300x179.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-1024x612.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-768x459.png 768w\" sizes=\"(max-width: 1228px) 100vw, 1228px\" \/><\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p><strong>Note<\/strong>: If you use teamwork, these settings are accessible only to the team leader. Other team members will not see the settings icon.<\/p>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">To create a new group, click on the <\/span><span style=\"font-size: 18pt; font-family: 'arial black', sans-serif;\"><strong>+<\/strong><\/span><span style=\"font-weight: 400;\"> icon next to the default group details.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38791 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details.png\" alt=\"\" width=\"1403\" height=\"649\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details.png 1403w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-300x139.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-1024x474.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-768x355.png 768w\" sizes=\"(max-width: 1403px) 100vw, 1403px\" \/><span style=\"font-weight: 400;\">Name your Group and click <\/span><b>Add<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38799 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group.png\" alt=\"\" width=\"1520\" height=\"814\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group.png 1520w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-300x161.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-1024x548.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-768x411.png 768w\" sizes=\"(max-width: 1520px) 100vw, 1520px\" \/><span style=\"font-weight: 400;\">You will now see your new group under the pipeline in the deal.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38792 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups.png\" alt=\"\" width=\"1209\" height=\"650\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups.png 1209w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-300x161.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-1024x551.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-768x413.png 768w\" sizes=\"(max-width: 1209px) 100vw, 1209px\" \/><\/p>\n<h3><b>Adding a custom field<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">To create a custom field, click the<\/span><b> Add Field<\/b><span style=\"font-weight: 400;\"> button within the deal data grouping and field settings.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38794 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field.png\" alt=\"\" width=\"1403\" height=\"649\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field.png 1403w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-300x139.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-1024x474.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-768x355.png 768w\" sizes=\"(max-width: 1403px) 100vw, 1403px\" \/><span style=\"font-weight: 400;\">Add the field name and select the field data type \u2014 text, number or date. Click <\/span><b>Save <\/b><span style=\"font-weight: 400;\">to add the field.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38795 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1.png\" alt=\"\" width=\"1225\" height=\"665\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1.png 1225w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-300x163.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-1024x556.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-768x417.png 768w\" sizes=\"(max-width: 1225px) 100vw, 1225px\" \/><span style=\"font-weight: 400;\">And you're all set! You can now add additional info to the new custom field in your deal card.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38796 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added.png\" alt=\"\" width=\"1393\" height=\"994\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added.png 1393w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-300x214.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-1024x731.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-768x548.png 768w\" sizes=\"(max-width: 1393px) 100vw, 1393px\" \/><em><span style=\"font-weight: 400;\">Do not hesitate to contact our Customer Care team at <\/span><a href=\"mailto:help@snov.io\"><span style=\"font-weight: 400;\">help@snov.io<\/span><\/a><span style=\"font-weight: 400;\"> or via live chat if you have any questions about Snov.io CRM. We\u2019re always here to help!<\/span><\/em><\/p>\n<div class=\"notification-block note-gray\">\n<div class=\"notification-block__text\">\n<h4><strong>Related articles:<\/strong><\/h4>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-edit-pipelines-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to create and edit pipelines in Snov.io CRM<\/span><\/a><\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-tasks-for-your-deals-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to create tasks for your deals in Snov.io CRM<\/span><\/a><\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-manage-your-calendar-and-meetings-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to manage your calendar and meetings in Snov.io CRM<\/span><\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn how to create and manage deals in pipelines in Snov.io CRM to stay organized and efficiently track your sales progress. How to create a deal How to manage deals How to add groups and custom fields to deals A deal in Snov.io CRM is a sales opportunity represented as a [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[665],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11803"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11803"}],"version-history":[{"count":9,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11803\/revisions"}],"predecessor-version":[{"id":44879,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11803\/revisions\/44879"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}