Help · Connect (CRM)
How to win or lose a deal
New in v0.20: one deal: move it through stages, win it (it becomes a customer), or lose it with a reason; quotes, activities and documents.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open the deal.
- Move it through the stages.
- Win: the party becomes a customer in Sell and Books.
- Lose: choose the reason — it feeds Won / lost reasons.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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