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Home Release notes A won deal asks its value; a won lead becomes a customer

A won deal asks its value; a won lead becomes a customer

Marking a deal won now always asks the value it was won at, whether you press Won on the deal or drop its card in a won column. Winning a lead opens Convert to customer: a lead is no longer marked won on its own.

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What changed

💰

The won value, every time

A window asks what the deal was won at, starting from its value, and the date. The pipeline, the win/loss report and targets count it.

🤝

Won means a customer

Won on a lead, on its page or its board, opens Convert to customer. The lead becomes a customer with its timeline, tasks and files.

❓

Lost asks why on the board

Dropping a deal or a lead in a lost column asks the reason, as their own pages do.

Fixed

✅

Dropping into an empty column

A card dropped on an empty column used to land in the column beside it. It now lands where you drop it, and a card the window does not move goes back to its own column.

Does this change anything you already have?

Deals and leads already won stay as they are. A form save, a bulk change or an import that would win a deal with no value, or win a lead without converting it, is refused and says what to do.

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₹149 / user / month

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10 modules switched on
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1 GB storage per workspace (organisation)

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₹499 / user / month

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21 modules switched on
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  • Vendors
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5 GB storage per workspace (organisation)

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