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

# Create a deal

> Name a deal, choose a request list, and set initial collaborator access.

A deal keeps the sources, information requests, analysis, and deliverables for one engagement together. You need an approved account and access to the appropriate workspace before creating it.

<Steps>
  <Step title="Open New deal">
    Choose **New deal** from the deals dashboard. The setup form is at `/deals/new`.
  </Step>

  <Step title="Enter the deal details">
    **Deal name** is required. Use the target company name or a project codename.

    **Website** is optional. Add the correct target-company website when you want it available as company context, including for branding workflows.
  </Step>

  <Step title="Choose the request list">
    The **Request list** section starts with the standard **Due-Diligence-Request-List.docx** template. Choose **Upload** to replace it with a custom file. The picker accepts the [supported document formats](/guides/upload-documents).

    Plomo uses this request list to build the category tree and coverage requests for the deal.
  </Step>

  <Step title="Set initial access">
    If organization collaborators are available, choose teammates and their roles in **Collaborators**. The form can also offer organization access. Check these selections before creating the deal.
  </Step>

  <Step title="Create and open the workspace">
    Click **Create deal**. Plomo opens the deal after saving it; custom taxonomy extraction can continue in the background.

    If the deal was created but adding a collaborator failed, the page shows that separately and lets you open the existing deal. Resolve access in its configuration instead of creating a duplicate.
  </Step>
</Steps>

## What to do next

Upload files in [Sources](/guides/upload-documents), review the request structure in [Coverage Map](/concepts/coverage), and inspect any taxonomy-building or processing notice.

Authorized users can update collaborator access through **Configuration → Deal settings**. Category organization is available through **Sources**; the current dashboard does not have a separate taxonomy settings editor.