Within Teamwork Desk, you can view your Teamwork CRM leads and opportunities associated with your customers.
As long as the contact in CRM exists as a customer within Desk and has associated deals, you will be able to view these deals via a ticket.
When viewing a ticket in Teamwork Desk, go to the ticket options sidebar on the right. There will be subsections for both Leads and Opportunities.
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When you expand either the Leads or Opportunities section, you will see any corresponding deals associated with your customer.
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When you expand an individual deal, you will see its corresponding properties such as title, value, company, owner, pipeline, stage, and expected close date.
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A link to Open in CRM is also included at the bottom and will open the lead/opportunity within Teamwork CRM.
Creating a new lead or opportunity
In each section, you will see an Add button to create a new lead or opportunity.
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In addition to the default options, any custom field properties created in the Customize Forms section of your Teamwork CRM site settings.
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In the Contact field dropdown, you can also add a brand new contact to your Teamwork CRM site as you create the lead or opportunity.
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Once you have filled out the relevant details, click the Add button at the bottom of the modal. The deal will automatically be added to the ticket options sidebar.
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In Teamwork CRM, you will see the lead has been added to the relevant pipeline.
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