Records
| Record | What it is |
|---|---|
| Lead | An enquiry, from your website, an import or typed in |
| Account | A company you sell to — GSTIN, PAN, GST treatment, addresses, payment terms, credit limit |
| Contact | A person, usually at an account |
| Deal | An opportunity on a product's pipeline, with amount, stage, probability and close date |
Duplicates are caught as you type: the same GSTIN is blocked; the same domain, phone or email is a warning. Merge duplicates and every reference moves to the survivor.
Converting a lead
From the lead, Convert creates (or matches) the account, the contacts you tick and a deal — keeping the lead's history on the new records' timelines.
The pipeline
- The Deals board shows each stage's count, amount and weighted amount. Drag to move; Lost asks for a reason, Won for a note.
- Time in stage and the forecast (by owner and month) are views of the same deals.
- Every record has a timeline: log calls, meetings, notes, WhatsApp messages and emails.