Deals

Take a customer’s enquiry through the states of a deal to an order won or lost, with its quotes and next steps.

Step by step

Open “Deals” and choose “New deal”, or press X then O.
Fill in the name, pick the customer, enter the approximate value, the type, the state and the responsible member. Choose “Save the deal”.
On the deal’s detail, click the state you are moving it to in the row of states. In “Move the deal to …”, add a note and choose “Move”; the move goes into the history.
Choose “Set the next step”, write what to do, the due date and the assignee, and choose “Save”. Past its due date, the assignee gets a to-do in “To-dos”. Mark a finished step with “Mark done”.
Under “Quotes”, choose “Attach a quote” or “New quote”. A quote belongs to one deal at most.
When the deal ends, choose “Mark won” or “Mark lost”. The deal is then listed under “Won” or “Lost”; “Reopen” returns it to the state it ended in.

“Next steps” lists the open steps of every deal and filters them by assignee.

“Unassigned” lists the open deals without a responsible member, for example after that member left the account.

The role Read only only reads deals.