# 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](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7anYouA8mNDDVn3dA%2F-Mb7b2pceB-w00QCy6SY%2Fimage.png?alt=media\&token=6a1b1367-61f6-4426-847f-06fdabe80ef8)

## 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.

![Edit User Permissions for Deals](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7anYouA8mNDDVn3dA%2F-Mb7bA8nJeDyGwTuKmnM%2Fimage.png?alt=media\&token=5fdaccfb-04ab-4c3a-8efc-18610a718efb)

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**.

![Edit Deal Stages](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7anYouA8mNDDVn3dA%2F-Mb7bIojY-2N9GoasGt0%2Fimage.png?alt=media\&token=4cad5f6a-7f7e-45b7-9df2-77c7fa57d285)

## 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](https://docs.cubicl.io/clients#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="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FZMGu5aENov5MTUR8WOjl%2FScreenshot%202025-01-21%20at%2013.00.21.png?alt=media&#x26;token=1d08095f-694a-4c0e-aadf-d1a15917218f" 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:

![Deal Setting](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7anYouA8mNDDVn3dA%2F-Mb7bfXHsqKAwN5_t5aD%2Fimage.png?alt=media\&token=d49cbe82-a58a-40a1-b007-609dfaf43287)