Sales

The board, your records, and keeping work moving from enquiry to won.

Working the boardMoving work through stages, what the badge on each card is telling you, and the three drop zones at the bottom.
Adding a new dealCreating work from scratch, and creating the customer at the same time without leaving the form.
The deal recordWhat each part of the record is for, and where the history of the work lives.
Setting up your boardStages, probability, rotting days, and running more than one board.
Marking work won or lostClosing a deal properly, why lost reasons matter, and how to reopen one.
The list viewChoosing columns, editing in place, and changing a hundred records at once.
Site addresses on a jobRecording where the work happens, separately from where the bill goes.