Scenarios

The other pages in this section describe screens and fields. This one is about using them as a process, from first contact to a closed deal.

Lead → qualification → deal

An enquiry reaches CRM through different channels — manually, from an email, from a site form — and always starts with the status New.

1. Pick it up — switch the status to “In progress” once you start working it.
2. Qualify it — call or message, work out whether this is a real client. The summary, intent and urgency are visible on the card, but aren’t filled in automatically yet — you decide whether to continue based on the conversation, by hand.
3. Decide the outcome — “Qualified” if the client is real and worth pursuing, “Rejected” if not. The interface doesn’t ask for a rejection reason.

Caution

What comes next is a manual step. The “Converted” status doesn’t create anything on its own: no contact, no project, no task. There is no explicit “Convert to deal” button in this version — the contact and the project are created separately, and the lead only stays on record as their source if you say so yourself.

A deal through its stages to close

The starting set of stages, created the first time you open the funnel settings: Enquiry → Qualification → Proposal → Negotiation → Closing — rename them, add your own or drop the ones you don’t need for your sales process.

Run a deal through the funnel by dragging its card between columns — that changes the stage. Separate from the stage is the probability (a slider in the editor): raise it as the deal actually progresses rather than leaving it at 50% until the very end, or the funnel summary won’t tell you anything real about your chances of hitting plan.

When a deal is genuinely done, don’t invent a “Won” or “Lost” stage — there is a dedicated Outcome field for that. The useful mental model: a stage is where the deal is in the process, the outcome is how it ended, and the two are tracked separately.

Different currencies aren’t added together — if you run deals in both roubles and dollars, the funnel shows two totals in each column header, not one combined figure. Keep that in mind when planning: there is no single “how much is in the funnel” number without a currency breakdown.

The task board as a process, not just an interface fact

The board’s columns are statuses, not just a visual split: anything that lands in “Done” is hidden from view by default (deliberately — “All tasks” shows it as its own tab).

A daily routine: open the Board, scan the Waiting for decision column first — these are tasks where the agent hit a fork and stopped; the question is right there on the card. Clear those first, then the agent carries on by itself.

For the rest of the day, work your own tasks as usual: “My tasks” instead of the board when you need neither filters nor a column view — it also has the “Reschedule all” button for clearing overdue items in one click.

A project and a deal — one record, two lenses

Technically it’s the same table: switching the type in the editor changes a field, it doesn’t move the record. The practical takeaway — if you started tracking something as a project and it turns out to be a sale (or the other way round), switching the type loses nothing in tasks, notes or documents. Only the fields specific to the other type are lost: demoting a deal to a project clears the stage, the amount, the probability and the close date (the editor warns you first); the billing mode and milestones survive, since they aren’t tied to the type.