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
2. Click on + Add
3. Click on 1 | Intro Call Scheduled
4. Click on 4 | Multiple users activated
5. Set Deal Type (New Business)
6. Set Priority - use your judgment
7. Associate any Contacts with the Deal
Decision makers are best
8. Click on Create
9. To go to Sales Pipeline, Click "Sales" in the header
10. Click on Deals
11. Be sure to click on "Board View"
12. See the Deal you created