Created with Tango Gallery
Operations

How to Create a Deal in the Tango Sales Pipeline (P2)

Table of Contents
Author
Created with Tango by:
Dan Giovacchini
Last Updated:
May 18, 2023
Software
Use case
Operations

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

2. Click on + Add

Click on + Add

3. Click on 1 | Intro Call Scheduled

Click on 1 | Intro Call Scheduled

4. Click on 4 | Multiple users activated

Click on 4 | Multiple users activated

5. Set Deal Type (New Business)

Set Deal Type (New Business)

6. Set Priority - use your judgment

Set Priority - use your judgment

7. Associate any Contacts with the Deal

Decision makers are best

Associate any Contacts with the Deal

8. Click on Create

Click on Create

9. To go to Sales Pipeline, Click "Sales" in the header

To go to Sales Pipeline, Click "Sales" in the header

10. Click on Deals

Click on Deals

11. Be sure to click on "Board View"

Be sure to click on "Board View"

12. See the Deal you created

See the Deal you created

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