When we have interactions with users, let's put them in P2.
1. Go to an Account Page
Deals can be added here or from the Deals page directly
![Go to an Account Page](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb51a3aa128506ec562_f85142a0-f034-43e7-af50-a890e446fe52.webp)
2. Click on + Add
![Click on + Add](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb702c0e95bc8d23188_9606f6ec-6905-4e38-8988-f8bfccc9b21d.webp)
3. Click on 1 | Intro Call Scheduled
![Click on 1 | Intro Call Scheduled](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb53cac996bb81afcb0_f51f6333-424b-4247-8695-e04f85e0755a.webp)
4. Click on 4 | Multiple users activated
![Click on 4 | Multiple users activated](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb69331310eb79e68b6_d7b21f94-a9e9-4573-b5a1-533139edf6e6.webp)
5. Set Deal Type (New Business)
![Set Deal Type (New Business)](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb5fdb086cb25417456_008ef983-b335-4a2a-af64-30aa8a662d25.webp)
6. Set Priority - use your judgment
![Set Priority - use your judgment](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb5dd8cbdcadc8b5bcd_5dd892b0-d2ee-4177-8c80-0633996940fe.webp)
7. Associate any Contacts with the Deal
Decision makers are best
![Associate any Contacts with the Deal](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb66174bc9ab6da45e7_4ba6ff82-7089-4532-882c-52a7c8b30163.webp)
8. Click on Create
![Click on Create](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb66174bc9ab6da45e1_cb34a03e-48f5-4388-b99e-a25842b9870b.webp)
9. To go to Sales Pipeline, Click "Sales" in the header
![To go to Sales Pipeline, Click "Sales" in the header](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb69bb93a5288308393_901aaef7-20a4-48c9-8114-530dbd48564d.webp)
10. Click on Deals
![Click on Deals](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb6b9aadaaaad9d9a57_303b4cfc-398b-480c-8631-05847fb2d232.webp)
11. Be sure to click on "Board View"
![Be sure to click on "Board View"](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb7061c678b6a573f50_b48e3111-41d8-4af2-a7a6-7b06f25535dd.webp)
12. See the Deal you created
![See the Deal you created](https://cdn.prod.website-files.com/60859bd6bcdbd1376fd8504b/6465dfb66174bc9ab6da4614_c742a0d5-f8ca-4be2-867e-0b713ecdf3cc.webp)
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