Creating a deal

There are two ways to create a deal.

1. From the inbox view:

Select the email you wish to link to a new deal. A Teamopipe logo will appear in the top middle panel. Click on the logo and choose the pipeline where you would like to add the deal. After selecting the pipeline, a new deal will be created with empty fields. You can now fill in the necessary information and click Save.

2. From the Pipeline (Kanban board) view:

Click on the New Deal button and enter the required information. With this option, you can create a deal even without an email from the person.