A Deal in TieiT is defined as any type of opportunity/product/service that your business offers. in TieiT, you have the ability to add a specific process or pipeline to it and it allows Deals to be assigned to more than one contact. TieiT allows you to track your deal by setting a deal status(Open, Won, Lost and Closed). Since TieiT is an all-in-one platform you can now track an on-going activitiesDeals ADD CONTENT, contact and company information.
There are various ways of adding deals into TieiT. In this article, we will go over the various methods available.
Add a Deal from the Top Menu
From the CRM section of TieiT, the top menu will show options related to the CRM.
1. Go into the CRM section
Tip: Clicking on any of the options under the CRM menu (Contacts, Companies, Deals or Activities will have the top menu
2. Hover over the Deals top menu item
3. Click on Add a Deal
Tip: Clicking on the top menu item will take you to the respective page. For example, if you click on the Deals in the top menu, it will take you to the Deal listing page.
Adding a Deal from the Deal Listing Page
Contact Listing page
- Click on the + Contacts green button found on the top right of the page
Adding a Deal through the use of a Custom Source
This section will cover how you can automatically add a deal to a contact into TieiT using the Custom Source.
Deleting a Deal or Deals from the Deals Listing Page
In TieiT you have the ability to delete Deal(s) from the Deal Listing Page. This can be useful to you so you can keep the Deals more organized and to remove deals you don't wish to see in your TieiT account.
Hover over CRM and select Deals or from a listing page from the top menu click on Deals
Once you are in the Deal listing page you can delete a Deal or multiple Deals:
- Single Deal:
To delete a single Deal from the Deal Listing Page, click on the 3 dots to the far right of the Deal you wish to delete.
Then from the corresponding drop-down select Delete,
Confirm the Delete action on the corresponding popup.
Tip: The Bulk Delete can be used to delete a single Deals as well.
- Using Bulk Delete to delete Deal(s):
From the Deal Listing Page, hover over the colored circle of the Deal or Deal(s) you wish to delete.
- Once you have selected a minimum of one Deal, you will see the trash can icon appear on the top left corner of the Deal Grid.
- Click on the trash can icon and a pop-up box will appear for you to confirm your action.