TERRA-403-05Live
Stages named and coloured by you
Hover a column head and a pencil opens its window: rename the stage, add a line on what a deal there is waiting for, and give it one of twelve colours. The colour goes with the deal into the list and onto its card. The stages themselves stay, because orders move a deal along them.
Also inside TERRA-403 DEALS
The rest of DEALS.
TERRA-403-01Live
Eight stages
New, sourcing, costing, quoted, feedback, negotiation, won and lost.
TERRA-403 DEALS
TERRA-403-02Live
Opened from a request
An incoming request opens a deal, and losing the order loses the deal.
TERRA-403 DEALS
TERRA-403-03Live
A number to quote
Every deal has its own number (D-2026-00017) and its own web address.
TERRA-403 DEALS
TERRA-403-04Live
Past won, to delivered
Supplier ordered, in transit and delivered. The deal moves automatically as the purchase order goes out, the goods ship and the invoice is issued.
TERRA-403 DEALS