To access this feature, activate the Sales Funnel Gem from the Holded Store for free.
Learn more here about deals.
How to get there
- Access Sales
- Select Sales Funnel
Understanding the funnel view
Click on the icon (Funnel), the first one on the left, to access a graphical view of the status of each opportunity.
You can do the following:
Changing the stage of a deal
Drag your opportunity from one stage to another.
Changing the status of a deal
Select your opportunity and drag it to the bottom section of your screen, where you will find the options for Won, Lost and Remove.
Changing a deal of funnel
Select your opportunity and drag it to the bottom section of your screen, where the option for Other funnel will be displayed.
Using the List and Forecast views
Click on the icon (List), the second from the left, to access your deals organized in a list.
Learn here how to manage a deal
Click on the icon (Forecast), the third from the left, to access a forecast by days, weeks, months or quarters, on the expected closing date of a deal and its monetary value.
The displayed number is the total value of the deal, after applying the probability percentage according to the stage it is in, or after the percentage applied manually when creating the deal.