# Create or delete a deal

> [HTML Version](360012617440.html)

In BRIX, you can create deals manually, add them automatically using [web forms](360012715039.md) and the provided [API](https://api.brix365.com/en/public-api/guides/IntroWebAPI/), or import them from **.xlsx** or **.csv** files. These options are described below.

## Create a deal manually 

To add a deal manually, do the following:

1. Go to the **Deals** app and open a [pipeline](360012693559.md). In the upper right corner of the page, click **+ Deal**. When creating a deal with this method, you can immediately link the deal to a contact person. To do that, click the magnifying glass icon in the **Contacts** field and select an existing contact from the list. If you want to create a new contact entry, click the **+ Create** button to the right of the field and specify the contact’s name, position, phone number, email, Skype, etc.

**(create-delete-deal-1.png)**

2. Open the creation or editing page of a [company](360012584980.md) and click the** +Create** button next to the **Deal** field. The new deal will be automatically linked with this company.

**(create-delete-deals-2.png)**

3. Open the creation or editing form of a [contact](360012584960.md) and click **+Create **next to the** Deal **field. The new deal will be automatically linked with this contact.

**(create-delete-deals-3.png)**

When you create a new deal, the only required field is **Name**. By default, the user who creates the deal is specified in the **Assigned to** field. You can change the responsible user and add other information later on the [deal’s page](360012596920.md).

## Create a deal using the API

Each deal is an item of the **Deals** app. Using the API, you can add new items into a pipeline. You can find the request parameters in the [Create app item](https://api.brix365.com/ru/public-api/reference/app/appitemcreate/) article. Read more about the web API in [BRIX Public API](https://api.brix365.com/en/).

## Create a deal using a web form

In BRIX, you can set up custom web forms from scratch and place them on any page of your website. After a visitor fills out the form, the system automatically sends the data into the [CRM](https://brix365.com/en/products/crm/) workspace and creates a new deal. Learn more about creating web forms in the [Web forms for creating leads](360012715039.md) article.

**(create-delete-deal-4.png)**

## Import deals from a file

You can quickly add a large amount of data to BRIX apps by importing it from **.xlsx** or **.csv** files. For example, you can import deals from one company to another.

To start the import, go to **CRM > Deals**. In the upper right corner of the page, click the **(three-vert-dots-icon.png)** icon and select **Data Import**.

**(create-delete-deals-4.png)**

In the window that opens, select an **.xlsx** or a **.csv** file from your PC. You can also use a file uploaded to the system. To do that, click the **(hmfile_hash_e065907c.png)** icon on the right and then click **Select from the Files Workspace**. When you choose a file, click **Import**. 

Read more about uploading data to the system in the [Data import](360009354059.md) article.

## Delete a deal

To be able to delete a deal, add the **Delete** button to the deal’s page.

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Only users included in the [Administrators](360006871932.md#administrators) group can add buttons to the deal’s page.

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Open a deal’s view page. In the bottom left corner, click on the **(Gear-icon.png)** icon.

**(create-delete-deal-6.png)**



Next to the **Edit** button, you will see the **(hmfile_hash_31dc88aa.png)** icon. Click on it and select the type of button you want to add in the pop-up.

**(create-delete-deal-7.png)**

After that the **Delete** button will appear on the form. Now users with respective permissions will be able to delete deals. The button will be added to all deals in all pipelines. Read more about button settings in the [Manage buttons on app item pages](360019228531.md) article.

## View previously deleted deals

All deleted deals are hidden from pipelines. If you need to view a deleted deal, go to the pipeline it was in. In the search bar, click the **(filter-icon.png)** icon. In the top right corner of the search window, click **Deleted**.

**(create-delete-deals-5.png)**

To see all deleted deals as a list, change the view to [Table](360012597080.md#table).

**(create-delete-deal-9.png)**