📌 What is a Deal?

Written by One Space
Updated 3 years ago

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.

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