There are two locations that a form submission can be associated to a Deal:
To Associate a Form Submission to a Deal, please follow the steps below:
The Form's Details Page
- 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. - From the Forms listing, select an existing Form. If there are no listed Forms, please see our guide: How to Create and Edit forms.
- 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. - In the dropdown menu, select Associate to Deal.
- In the dialog box, select the Deal.
- After selecting the Deal, the option to choose the stage will appear.
- 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:
- In the contact's timeline, locate their form submission.
- At the top-right of the card, click the three-dots menu.
- In the dropdown, select Associate to Deal.
- In the dialog box, select the Deal.
- After selecting the Deal, you'll have the option to choose which stage to add the lead to.
- Select the blue SAVE button. Your lead is now associated with the Deal.
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