Add a deal with New prospect

Make a company, a person and a deal in one side panel, searching your CRM and the UK book as you type.

How-toChecked 2026-10-10

You will have a deal in a stage, linked to the company and, if you added one, the person.

The New prospect side panel
New prospect opens a side panel. Nothing is added until you press Create.

Steps

  1. Open Deals and press New prospect.
  2. In Business, start typing. Adapt searches your CRM and the UK book. Pick a result or type a new name.
  3. In Contact person, search your people or add a new contact. A contact is needed if the deal is to be called.
  4. Move along the Stage bar to the stage.
  5. Fill Lifetime value, Products, Where it came from, Owner, Labels and Expected close date as you wish. More details shows the rest.
  6. Press Create, or Create and add another to stay in the panel.

What happens

  • Nothing is added until you press Create.
  • Create makes the company (when it is new), the person (when they are new) and the deal, one at a time. If a later step is refused, it takes back what this click made. Records are hidden, never deleted.
  • A UK book result brings only its name, place, website and a link back to the book. Its phone numbers and address stay in the book until you open the record there.
  • New organisation, New contact and New client are the same panel in other modes, from the list pages. A client is a company, a person when there is one, and a deal moved to Won, made whole or not at all.
  • Owner defaults to you.
  • Deals and pipelinesA deal is a chance to win something. The Deals page shows them as a board of stages, a list or a chart.
  • Companies and people in the CRMThe Companies and People lists. Click a cell to edit it, click a row to preview it, and open a record for the full page.
  • A company record in the CRMRead and work a company: its note box, tasks, activity, details and, where your setup allows it, its link to the UK book.