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DealSleek · How-to guidePreview

Create a deal

3 steps, from “Capture” to “Activate”, with what to enter at each one.

Audience
Administrator, Operator
Owner
DealSleek product documentation
Last reviewed
Oct 12, 2026
Reading time
3 min

Steps

  1. 01

    Capture

    Title, amount, company, deal type, forecast category.

    Screenshot: Capture
    AccountRequired
    Target enterprise account for this commercial opportunity.
    Opportunity TitleRequired
    Descriptive name following your account naming convention.
    Estimated ValueRequired
    Total contract value (TCV) in your base operational currency.
    Deal TypeRequired
    Commercial category determining deal velocity and baseline probability.
    Forecast CategoryRequired
    Managerial confidence category for quarterly quota attainment.
    Target Close DateRequired
    Expected calendar date for contract execution and revenue booking.
  2. 02

    Assignment

    Assign the deal to a representative.

    Screenshot: Assignment
    Opportunity OwnerRequired
    Account executive responsible for guiding the sales cycle.
    Primary Champion
    Key stakeholder or internal champion inside the buying committee.
  3. 03

    Activate