Deals & Pipeline: jeder Verkauf auf einem Board, jeder Schritt im Verlauf

VerfügbarIn jedem Arbeitsbereich, hier dokumentiert, mit seinen Änderungen auf seiner Seite.

Auf dem Weg des Maklers

Deals

Pets, die hier arbeiten

Scout

Welches Problem das löst: Niemand kann sagen, was die Pipeline wert ist, welcher Deal hängt und was der nächste Schritt ist, ohne herumzufragen.

Kurz gesagt: Ein Deal ist eine Karte auf einem Board: das Objekt, die Parteien, die Phase, der nächste Schritt, die Kommentare. Das Board zeigt, was die Pipeline wert ist und welcher Deal hängt; der Provisionsbericht zeigt, was jeder Makler gewonnen, gebucht und bezahlt bekommen hat. Pets arbeiten an denselben Karten, unter Ihrer Freigabe.

Was Sie damit tun

• Deals durch Phasen bewegen — Erstkontakt → Besichtigung → Angebot → Abschluss — auf einem Board, das Sie formen; mehrere auf einmal per Shift-Klick und Rechtsklick.
• Den Wert sehen. Der Wert der Pipeline ohne die verlorenen Deals, die erwartete Provision mit Ihrem Anteil an geteilten Deals, und ein Pipeline-Bericht mit hängenden Deals einen Klick entfernt.
• Beschriften und kommentieren. Labels, die Ihr Team schon nutzt, oder neue; ein @ sagt es dem Kollegen sofort; der Verlauf behält, wer was tat, Pets eingeschlossen.
• Sauber übergeben. Die Mail, die jemandem einen Deal übergibt, nennt, wer übergab und wer sonst daran arbeitet; die Arbeit eines Ausscheidenden geht vor dem Abgang an einen Kollegen.
• Wissen, was jeder Makler gemacht hat. Gewonnen, gebucht und bezahlt in Monat, Quartal oder Jahr — Ihr Anteil an jedem Deal — auch als Tabelle.
• Die Woche planen. Deals und Aufgaben im Kalender, im Tag/Woche/Monat-Raster und in einer Gantt-Ansicht.

So funktioniert es

Die Dealkarte verknüpft das Objekt, die Kontakte und die Anfrage, aus der sie kam; eine Anfrage wird mit einem Schritt zum Deal. Die Provision lässt sich je Seite vereinbaren, mit Netto, USt und Brutto auf einmal und einem Wort, wenn das Gesetz widerspräche; die Geldwäscheprüfung sitzt am Deal, für Inhaber und Admins.

Grenzen und Hinweise

• Deals in „Closed — Lost“ zählen nicht zum Wert der Pipeline.
• Ein Makler, der nur eigene Datensätze sieht, sieht nur seine Deals.

Neu in dieser Funktion

Die Änderungen dieser Funktion, neueste zuerst — eine Zeile je Änderung, mit der Version, in der sie kam.

• App 0.41.0Pick several deals on the board at once and move, hand over or delete them together — also by right click.
• App 0.41.0See what each broker has won, booked and been paid this month, quarter or year — your share of every deal — and download it as a spreadsheet.
• App 0.41.0A deal's commission can now be agreed per side and shows net, VAT and gross at once, with a word when the law would object.
• App 0.41.0Deals in the sales pipeline's „Closed — Lost“ column no longer count towards the pipeline value.
• App 0.41.0See your stock at a glance: the objects list now shows how many objects stand in each stage, for how long, and which have been on the market longest.
• Platform 0.27.0Pets now get their work on cards done with every AI provider instead of failing before the first step.
• Platform 0.26.0The mail that hands someone a deal now names who handed it over and who else works on it.
• Platform 0.26.0A mail telling you that you were mentioned on a deal now says which deal and who works on it.
• Platform 0.26.0The AI assistants on your deals now always write in German, formally, and keep working when one AI provider is down.
• App 0.40.3Deals take labels: pick one your team already uses or type a new one, when creating a deal or on the deal itself.
• App 0.40.3A deal's anti-money-laundering check is now seen only by the deal's owner and the admins, and a firm can let only admins complete it.
• Platform 0.25.4A deal's anti-money-laundering check is kept to the deal's owner and the admins, and a firm can let only admins complete it.
• Platform 0.25.4A new workspace starts without sample deals; the empty board shows an example instead.
• App 0.40.0On a phone the pipeline list shows the deals' titles nearly in full instead of a column of empty dashes.
• App 0.40.0On a phone the calendar shows its Day / Week / Month picker up front instead of half hidden at the screen's edge.
• App 0.40.0The button in the new-deal dialog reads naturally in every language — "Create deal", "Deal anlegen", "Создать сделку".
• App 0.37.6On boards, a screen reader now says each column's name and offers one way to rename it.
• App 0.37.4The little calendar no longer changes height while you flip through months.
• App 0.37.3With a screen reader, calendar days are read with their full date, and removing a linked record says which one.
• App 0.37.3The pipeline report now explains its "to next stage" figure the way it is counted.
• Platform 0.19.1Objects moved over from another CRM keep their stage, from on the market to sold, instead of starting over.
• App 0.30.0The calendar stays usable while appointments load or before there are any, so you can book the first one.
• App 0.28.8An object's stage sits beside its name as a compact badge again.
• App 0.28.4The stage chip on an object has comfortable spacing again, so its label reads cleanly.
• Platform 0.17.9Approving a card's priority change applies it straight away.
• Platform 0.17.6Priority changes you approve for a pet take effect on the card, and its work is never cut short.
• App 0.27.0Under "What pets may do alone", your firm decides how far pets act on their own, task by task.
• App 0.27.0On the phone, proposals are checked by swiping through cards, and an unsure figure goes to the owner in one tap.
• Platform 0.17.0Deal and task histories stay clean, recording only real changes in who follows them.
• App 0.25.0Calendar appointments can be moved and resized from the keyboard, with screen readers announcing the new time.
• App 0.25.0Every board shows the card details your workspace chose, and follows a colleague's change while it is open.
• App 0.25.0The calendar can show a single colleague's appointments, and the link keeps that view for sharing.
• App 0.25.0A bell on each deal and task lets you follow it, so you only hear about the cards that matter to you.
• App 0.25.0In the calendar's month view, a deal spanning several days appears as one bar, not as a row of separate appointments.
• App 0.25.0Deal boards stay tidy on narrower screens, and compact cards fit more deals into each column.
• App 0.25.0A new board asks for its name first, so a misclick no longer leaves a stray board behind.
• App 0.25.0New boards and pipelines get distinct names, and a link to a missing deal leads you back to your workspace.
• App 0.25.0Deal comments update as colleagues write, edit or remove them, on the deal page and in the board's side panel.
• App 0.25.0Images and PDFs open right on the deal, and their links keep working however long the page stays open.
• App 0.25.0The time on a deal's header keeps up, so a page left open over lunch shows when the deal really changed.

… und 48 ältere Änderungen.

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