Deals and boards

Settings → Deal stages. A stage set is your sales path: "New lead → Consultation → Invoice → Paid". You can have several sets, such as "Sales", "Wholesale", "Service". A deal lives in one set.

Each stage has a colour and a meaning: In progress, Won or Lost. The stage's meaning sets the deal's state. Bordee has no separate leads: a lead is a deal at the first stage.

The same page has Deal currency: one currency for the whole business.

Deals → New deal, the Deal action in a chat, or the Deals tab on a contact or company. A deal has a name, amount, stage, contact, company, owner, "Close by" date and the deal custom fields.

Every move between stages goes into the deal's timeline: who, when, from where and to where. Moving a deal to Lost asks for the reason; Back to work reopens it.

Deals open as a board: columns are stages, cards are deals. Drag a card to another column to change its stage. The column header shows the count and the total. A card's Open button shows the deal in a side panel without leaving the board. The Table button switches to a plain list.

Changes made by colleagues appear on the board right away.

A view is a saved way of showing the board. View tabs are at the top, and "+" adds one. Views are shared or personal; shared ones are changed by whoever's role allows setting up shared boards.

• Filter: "is", "is not", "is empty", "is not empty" on any field;
• Sort: by a field or your own order by dragging;
• Mine and search;
• the "⋯" menu: which fields a card shows and in what order, grouping (stage, owner, a choice field), sub-groups, the column summary, card size, coloured columns, text wrapping, how many cards to load.

Columns can be dragged into your own order, and the ones you do not need hidden.

A funnel triggered by "A deal entered a stage" starts in the contact's latest conversation when a deal reaches the chosen stage: "Paid" can send a thank-you and instructions, for example. With Conversions API set up, a won deal can send Meta a Purchase event with the amount.