📄️ Deals-> what they are and how to add them
In Fintesk, the ongoing transaction you’re pursuing with a person or organization is tracked as a deal, and processed through the stages of your pipeline until it's either WON or LOST.
📄️ Filtering for my won, lost, or deleted deals
Knowing the status of your deals is important for prioritizing your time and optimizing your efforts.
📄️ How can I move a deal to another pipeline?
There are different locations in Fintesk where a deal can be moved to another pipeline.
📄️ How can I restore deleted deals?
To restore a deleted deal, go into the detail view of that deal and click on the "Reopen" button found toward the upper-right corner.
📄️ Editing the contact linked to a deal
If you need to change the contact person or organization linked to a deal, you have a few options. You can:
📄️ Adding deals in bulk
Note: The number of open deals you can have depends on which plan you are on. You can learn more about usage limits in this article.