> 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
To track deals for your clients.
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.
## 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.
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**.
## 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?
Create a deal
Use the **three dots** at the deal's card to edit, make deal/order, archive, or delete it:
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**.
## 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?
