FAQs in this section
What is Vtiger Social's Instagram?
How is Instagram with Vtiger Social?
What are the Prerequisites For Using Instagram on Social?
How to link your Instagram account to your Facebook account on the Facebook page?
How do you link your Facebook account to your Instagram account?
How to set up your Instagram account in the Social module?
What are the sections of the Instagram page on Social?
What is the My Posts section on Instagram?
How to Compose a Post?
How to Comment on a Post?
Will you be able to Like a post on your Instagram page from the Social module?
What are Actions (For a Post)?
How to Create a Comment Stream for a post?
How to Reply to a Comment?
What are Actions (For a Comment or Reply)?
How to Add a Contact on Instagram?
How to Select a Contact on Instagram?
How to Add a Lead on Instagram?
How to Select a Lead on Instagram?
How to Add a Case on Instagram?
How to View Contacts, Leads, Deals, and Cases on Instagram?
How to Delete a Comment or Reply on Instagram?
How to Schedule a Post on Instagram?
How to Reschedule a Post on Instagram?
How to Delete a Scheduled Post on Instagram?
What are Search Streams with Instagram on Vtiger Social?
What is Simultaneously Adding Channels under Search Streams with Instagram?
What is Managing your Account from Social Settings?
How to Add an Instagram Account?
How to Add Multiple Instagram Accounts?
How to Disconnect an Instagram Account?
How to Remove an Instagram Account?
What is Automation with Instagram?
What is Social Inbox with Instagram?
How to Add a Deal on Instagram?
Table of Contents
Lets you add new deals commented or replied to on your posts that you think are good enough business deals to pursue.
Follow these steps to add a deal:
Follow these steps to add a deal:
- Click Actions.
- Click Add Deal. You will be directed to the Add Deal window.
- In the Add Deal Window:
- The user who commented or replied the deal is by default taken as the Deal Name for the deal record.
- The user’s comment or reply (deal) is by default taken as Executive Summary for the deal record.
- Enter the other new Deal’s details for the Deal record such as user’s:
- Deal Name
- Organization Name
- Sales Stage
- Contact Name
- Pipeline
- Revenue
- Assigned To
- Location
- Estimate
- Click Save.
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