> For the complete documentation index, see [llms.txt](https://docs.cubicl.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cubicl.io/crm/deals.md).

# Deals

You can create deals that you offer to clients on [the Deals page](https://cubicl.io/deals). The deals are listed according to their stages, like kanban view. You can drag and drop the deal card to change its stage.

You can **archive** your deals that you will not work on.

![Deals Page](/files/-Mb7b2pceB-w00QCy6SY)

## User Permissions

Users can have authority on the deals page. The permission levels are listed as follows: None, View, Contribute, Edit, and Manage.

* **None**: Nobody can view or change the deals.
* **View**: Users can only view a deal's information and activities.
* **Contribute**: They can create deals.
* **Edit**: They change deals information.
* **Manage**: They can view, contribute, edit, and delete deals. Additionally,  they can set user permissions for deals page. **First account manager** always has the manage permission.

<img src="/files/-Mb7bA8nJeDyGwTuKmnM" alt="Edit User Permissions for Deals" width="563">

By default, users' permission level is **view** and account managers' permission level is **manage** but you can give permissions to users individually.

## Stage Settings

You can add new stages or edit default stages via **stage settings**.

<img src="/files/-Mb7bIojY-2N9GoasGt0" alt="Edit Deal Stages" width="375">

## Create and Edit a Deal

Giving a name to the deal and tagging a client are required when creating a deal. You can select the client from the existing ones or you can create a new client at **create deal form**. Click for more detailed information about [the Clients page](/crm/clients.md#add-a-client).

After adding the value and currency type of the deal, you decide the state of it. For example, was the offer submitted, negotiated, or accepted?

<figure><img src="/files/XkqBkc8vHmj8GUhU59LG" alt="" width="563"><figcaption><p>Create a deal</p></figcaption></figure>

Use the **three dots** at the deal's card to edit, make deal/order, archive, or delete it:

<img src="/files/-Mb7bfXHsqKAwN5_t5aD" alt="Deal Setting" width="375">
