Create a deal

when:

• an actual collaboration opportunity exists
• your team starts negotiating specific terms
• a whitelist arrangement is being discussed
• a campaign or execution task becomes active
• there is something concrete enough to track beyond the project level

💡Best practices

• create deals only when there is a real opportunity to manage
• keep deal titles specific
• connect deal activity back to the correct project
• update deal status often so the workspace stays accurate

Create a deal

Creating a deal lets your team move from general outreach tracking into structured execution.

To create a deal

1. 1.Open the Deals page.
2. 2.Click Add Deal.
3. 3.Enter the deal title.
4. 4.Choose the deal type.
5. 5.Choose the current status.
6. 6.Set the priority.
7. 7.Add a summary if needed.
8. 8.Add whitelist tracking numbers if relevant.
9. 9.Add obligations, deadlines, or proof links.
10. 10.Save the deal.

Key fields to focus on first

The most important fields to fill in early are:

• title
• type
• status
• priority
• related project
• next follow-up
• deadline if one exists

Deal titles

Use a title that clearly tells your team what the deal is. Good examples:

• Azura WL Collaboration
• Nova Community Push
• Vertex Giveaway Support
• Solrise Campaign Round 1

Avoid vague titles like:

• partnership
• active deal
• collab task

Why deal creation matters

Creating the deal early helps your team:

• track progress clearly
• assign urgency
• update status consistently
• record whitelist numbers properly
• avoid losing active opportunities in chats

💡Best practices

• keep deal titles short but specific
• create the deal as soon as real negotiation or execution begins
• avoid waiting until the opportunity is already halfway done
• include next follow-up timing if the deal needs action soon