Deals
namespace HubletoApp\Community\Deals
Free Community\Deals app implements powerful funcionality for managing deals. It contains many features to create or browse your deals, manage statuses, progress, history, responsible person and many more.
Key features
- create, browse and manage deals
- complex set of metadata for each deal, e.g. list of services included in the deal
- convert lead to deal with a single click
- manage own deal status (e.g., New / In progress / Paused)
- manage calendar events (phone calls, emails, meetings)
- assign responsible salesperson
- manage deals in different currencies
- manage deal progress in pipeline
- manage documents for the deals
- complex deal history
Dashboard boards
- Most valuable deals
- Deal value by status
Reports
- Monthly revenue
Source code
https://github.com/wai-blue/hubleto/blob/main/apps/community/Deals