Within Easy Insights, you can enable a two way integration allowing you to create new deals and edit existing deals from Easy Insights directly. 


From the Home area of your Easy Insights account, select Teamwork CRM in the Data Sources section. 

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Choose Enable Two Way Connection from the left-hand menu. 

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You will then be required to read the Easy Insights warning, along with details of the fields that are supported by the integration. 

Select Enable Two Way Connection from the bottom on of the page. 

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You will then have the option to add your deals edit list to an existing dashboard, or create this list as a new dashboard. 

The deals edit list is the Easy Insights function that will allow you to edit and create deals. 

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Once you have chosen, you can then select if your drillthrough report can be edited by users with the correct permission set or not. 

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You will the be taken to your Deal Edit List. 

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For more information, see: Managing Your Deals From Easy Insights