How to Add a Deal on Instagram?

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:

1. Click Actions.
2. Click Add Deal. You will be directed to the Add Deal window.

 

3. In the Add Deal Window:

1. The user who commented or replied the deal is by default taken as the Deal Name for the deal record.
2. The user’s comment or reply (deal) is by default taken as Executive Summary for the deal record.
3. 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

      Note: The ‘Add Deal’ window fields are customizable and hence may vary.

4. Click Save. 

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