Sales and deals

Read-only list. Creating and moving deals from the dashboard is not available yet.

Sales in HyoNova is at an early stage. Today it is a Deals list — a read-only view of your company's deals, each with its customer, amount and status — and the link from a deal to the project that delivers it. Creating and managing deals, pipelines and quotes is planned.

Who can see deals#

Deal records are confidential company data:

• Owners and admins see the Deals tab and each customer's deals.
• Managers and employees see Customers in the sidebar, but its lists show Not available for your role.
• Restricted members do not see Customers at all.

See Customers & CRM for details.

Open deals#

1. In the company workspace, select Customers in the sidebar.
2. Select the Deals tab next to Customers.

The Deals counter at the top of the page shows the total, with how many are Won and Open. In the office, select Customers on the left rail, then Open in company workspace for the full page.

What the list shows#

Search customers… above the list also filters deals by name. Select a deal to open its customer's panel. The list loads a page at a time; select Load more for the rest. When there are no deals it says No deals yet.

Start a project from a deal#

In a customer's panel, the Deals card shows Create project next to each deal that has no project yet. It opens New project with the customer and the deal already linked. The project's overview then shows them under Linked business. You can also link a deal later from Edit project. See Projects.

How deals connect to other features#

• Customers. Every deal belongs to one customer in Customers & CRM.
• Work. A project can be linked to a deal and its customer.
• Finance. Invoices are listed in Finance, separately from deals. Converting a deal into an invoice is not available.
• Reports. The Invoiced metric in Reports sums issued invoices, not deals.

Status and limits#

What's planned for Sales#