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How to Add a Deal Using Actions?

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Lets you add new deals mentioned or replied to on your Tweets that you think are good enough business deals to pursue.

Follow these steps to add a deal:
  1. Click Actions.
  2. Click Add Deal. You will be directed to the Add Deal window.

  1. The user who Tweeted the deal is by default taken as the Deal Name for the deal record.
  2. The user’s Tweet (deal) is by default taken as Executive Summary for the deal record.
  3. Enter all the deal details on the Add deal window for the deal record.
  4. Click Save

With this, you have successfully added a deal and created its deal record, which will be saved in the deals module.

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