There are two locations that a form submission can be associated to a Deal:

• The Form's Details Page
• The Contact's Page

To Associate a Form Submission to a Deal, please follow the steps below:

The Form's Details Page

1. On the left navigation bar, go to the Forms module.
   
   
   
   📌 Please note: If there isn't an option for the Forms, it means that the module hasn't been activated in the TIEIT account. To add the Forms module, please contact us at help@tieit.ai.
   
   
2. From the Forms listing, select an existing Form. If there are no listed Forms, please see our guide: How to Create and Edit forms.
   
   
   
   
3.  Locate the lead in the contact grid view, and at the far-right of their row, select the three-dots. 
   
   
   
   Depending on the number of columns in the grid view, you may need to scroll to the right to see the three-dots selection.
   
   
4. In the dropdown menu, select Associate to Deal.
   
   
   
5. In the dialog box, select the Deal.
   
   
   
   
6. After selecting the Deal, the option to choose the stage will appear.
   
   
   
   
7. Select the blue SAVE button. Your lead is now associated with the Deal.

The Contact's Page

When a form is submitted in TIEIT, a contact is created in the CRM. Within their contact page timeline, the form submission will be listed, as shown in the image below:

To associate a form submission to a deal from the contact's page, please follow the steps below:

1. In the contact's timeline, locate their form submission.
2. At the top-right of the card, click the three-dots menu. 
3. In the dropdown, select Associate to Deal.
4. In the dialog box, select the Deal.
5. After selecting the Deal, you'll have the option to choose which stage to add the lead to.
   
6. Select the blue SAVE button. Your lead is now associated with the Deal.