Deals

Adding Deal :- Deal is mandatory for leads . While creating deals .

Admin needs to add Following fields :- 

Lead contact :- Lead is added in lead section . Admin needs to select from drop down. 

Deal name :-  Deal name needs to set accoridng to requirement.

Pipeline. :-Pipeline is created from setting . So all list will be visible.

Deal Stage :  Deal stage is related with pipeline . When you select pipeline then stage will be according to pipeline.

Deal value :  "Deal value" refers to the total worth or financial value of a transaction or agreement between two or more parties.

Create date : When your deal has been created.

Deal category :  Admin creates deal category from setting and it deifned from which category your delal is related.

Deal agent :  Deal agent can be assigned according to category to help add deal.

View Deal Info :-

Deal wil be having file , follow ups , proposal , Notes and history.

Deal Kanban Board :-

A Kanban board is a visual tool used to manage and track work tasks. It helps teams see their workflow and progress in a simple, organized way. The board is typically divided into columns.