Deals (Opportunities)¶
| Categoria | Sales |
| Dove si trova | 💰 Vendite Hub > Affari |
Cosa fa¶
Opportunity management with amount, probability, forecasting, win rate and stage moves.
Funzionalità¶
- Deals with amount, probability, expected close date
- Drag-and-drop stage moves
- Forecasting and win rate
- Loss reason
- Dedicated hooks: deal_created, deal_won, deal_lost, stage_changed
Hook¶
immens_crm_deal_createdimmens_crm_deal_updatedimmens_crm_deal_deletedimmens_crm_deal_wonimmens_crm_deal_lostimmens_crm_stage_changedimmens_crm_status_changed
API REST¶
/deals/deals/{id}
FAQ¶
What feeds the forecasting?¶
Amount and probability of open deals, with historical win rate by pipeline/stage.
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