#Leads & Deals

#Leads

Leads represent unqualified prospects — the first stage of your sales pipeline. Access the leads section from the sidebar navigation.

#List View

The default leads view shows a paginated table with columns for lead title, contact person, organisation, value, status, and owner. Use the search bar to find leads by title, ID, or associated contact names.

Filtering: Filter leads by owner or labels using the filter controls above the table.

#Board View

Click the board toggle to switch to a Kanban-style view. Leads are displayed as cards grouped by pipeline stage. This view gives a visual overview of where each lead sits in your qualification process.

#Creating a Lead

Click the Create button to add a new lead. The form includes:

• Title — A descriptive name for the lead.
• Contact — Search and select an existing person or create a new one inline using the autocomplete field.
• Organisation — Search and select an existing organisation.
• Value & Currency — Estimated monetary value of the lead.
• Source — Where the lead originated.
• Labels — Tag the lead with colour-coded labels.
• Custom Fields — Any configured custom fields for leads.

#Converting a Lead to a Deal

Once a lead is qualified, click the Convert to Deal action on the lead detail page. This creates a new deal pre-populated with the lead's information and marks the lead as converted with a timestamp.

#Deals

Deals represent qualified sales opportunities being actively worked through your pipeline.

#List View

The deals list view shows title, contact, organisation, value, pipeline stage, and status. Deals support the same search and filter capabilities as leads.

#Board View

The deal board view groups deals by pipeline stage, providing a visual sales pipeline. Each card shows the deal title, value, and associated contact.

#Deal Actions

From a deal's detail page, you can:

• Won — Mark a deal as won when the sale is closed successfully.
• Lost — Mark a deal as lost when the opportunity is no longer viable.
• Reopen — Reopen a previously won or lost deal.

#Deal Products

Deals support line items via the deal products system. You can add multiple products to a deal with:

• Product — Select from your product catalogue using autocomplete.
• Quantity — Number of units.
• Price — Unit price (can differ from the catalogue price).
• Tax Rate — Applicable tax rate.

Product lines calculate subtotals and totals automatically.