Deals¶

Deals is an optional module in beta. An administrator switches it on under Settings → Modules; until then the room is not shown.

Deals is one room for the whole life of a deal: the quote log as a searchable register, and one folder per deal for its documents — from the first quote to the delivered project.

The register¶

The register is your quote log. Two ways in:

Import your existing list: drop the Excel on Deal register in the document panel, or attach it to a chat message and say "läs in offertlistan". Columns are matched tolerantly; thousands of rows are fine.
Start empty from the chat: "skapa ett register" — the colleague proposes the standard columns (deal number, customer, name, handler, status, chance, sum, currency) and asks which extra columns you want. The deal number is called whatever your company calls it.

Open the register for a table view with search, status filters and sorting. A deal in another currency shows its own currency code and is totalled separately — currencies are never mixed into one figure.

Work from the chat¶

"lägg till en affär: kund X, 1000 enheter per månad, chans 50 %"
"sätt affär 4711 till vunnen"
"lägg en notering på affär 4711: ringde, offert skickad"

Every change is saved to your company repository at once. When a fresh Excel is imported later, rows born in the chat and all notes survive.

Folders and documents¶

A deal added in the chat gets its folder immediately, beside the imported project folders, with a seed document carrying the deal's facts. Attach files to a chat message (PDF, images, Excel) and say "spara dokumenten på affären" — they land in the deal's folder, saved and searchable.