> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revont.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create And Manage Deals

> Create deals, move them through a pipeline, and manage deal views.

Open **Deals** from the sidebar.

## Create A Deal

<Steps>
  <Step title="Open Deals">
    Under **Core Modules**, select **Deals**.
  </Step>

  <Step title="Start a deal">
    Select **New Deal**.
  </Step>

  <Step title="Enter the details">
    Complete the deal form, including the client and pipeline information requested.
  </Step>

  <Step title="Save the deal">
    Finish the form to create the deal.
  </Step>
</Steps>

## Find And Filter Deals

Use the search box and client selector at the top of **Deals**. Use **Filter by owner** to narrow the records by owner. The available views are **Active**, **Archived**, and **Deleted**. The deleted view is available to administrators.

Use the view control to switch between list and board views. Select a deal to open its details.

## Configure A Pipeline

<Steps>
  <Step title="Open the pipeline controls">
    In **Deals**, select the pipeline settings control.
  </Step>

  <Step title="Open the blueprint">
    Review the pipeline in **BlueprintBuilder**.
  </Step>

  <Step title="Clone a system blueprint">
    If the blueprint is a system blueprint, select **Clone to Edit** before making changes.
  </Step>

  <Step title="Save your changes">
    Complete the blueprint editor and save the updated pipeline.
  </Step>
</Steps>

<Note>
  Pipeline editing and deleted records may require administrator permissions.
</Note>