You can find it in the Main Menu » Business » Business board
The individual columns correspond to the Stages you have defined for Deals.
If you have Trade Types enabled, you can easily switch between the types. Each type then has its own board with corresponding Stages.
By dragging a Deal from one column to another, you can easily change the Deal Stage.
If you use Required fields, they will also be taken into account during the Stage change. If you do not fill in the required fields, you will not be able to finalize the change.
If you right-click a Deal, a drop-down will open with the following options:
- Create related record,
- Edit,
- Highlight,
- Split
- Closed Won,
- Closed Lost,
- Canceled.
In the next picture, you can see the Highlight. You can mark important Deals for example.
The color in the corner of a Deal reflects the Category. Hover the mouse over the color to see the Category name.
Within the Business Board, you can add a new Deal by clicking the Green Plus button, or use Filtering.
Click the Filtering button to filter the Deals you want to see on the Board. You can also name and Save the filter.
You can pin your own filters on the Business board and manage them.