6 docs tagged with "Deals"

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.

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.

If you need to change the contact person or organization linked to a deal, you have a few options. You can:

Knowing the status of your deals is important for prioritizing your time and optimizing your efforts.

There are different locations in Fintesk where a deal can be moved to another pipeline.

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.