A Deal is a business opportunity. It can carry one quotation, many or none.
Deal status:
-
In Progress - after it's created a deal is automatically in progress.
-
Lost - if all quotations are unsuccessful in turning into a reservation, then the deal is lost.
-
Won - to consider a deal won, at least one quotation needs to be accepted
Kanban for deals - is a Japanese term for "visual design" in order to better understand the workflow - it usually comes in the form of a billboard, signboard or a card.
We're here to help!
If you have further questions, you may reach our Customer Support by sending us a message through our Chat icon and we will be glad to assist you.