Customers and deals
The deals board, the pipelines, the contact record and what Hades moves on its own.
4 articles
- The deals board: create, move and editUnder Clients, in the Deals tab, every deal is a card that moves from first contact to Won or Lost. Oracle plan and up. Owners and managers rename and reorder the stages.
- Using more than one pipeline (sales, post-sale, partners)Owners and managers create extra pipelines under Clients, Deals, with the Pipelines button. Each has its own stages. Oracle: up to 5. Demigod: up to 10. The main one gets what Hades creates on its own.
- The contact page: everything about one person in one placeClick a contact's name and see their summary, deals, meetings, proposals, follow-up, WhatsApp conversations and timeline. You can edit their details and link loose meetings.
- The meeting moves the deal on its own (and when it doesn't)A meeting, an outcome, a proposal and an approved follow-up move the contact's card forward on the board. Never to Lost, and never over what you moved by hand.
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