Deals & Pipeline
Track opportunities from negotiation to closed-won — with payments, invoices, and forecasting built in.
Deal Stages
Every deal moves through a defined pipeline. Update the stage as the deal progresses.
LeadInitial interest, not yet qualified
QualifiedNeed confirmed, budget checked
ProposalOffer or proposal sent
NegotiationBack-and-forth on terms
WonDeal closed, revenue secured
LostDid not proceed
Creating a Deal
- 1.Go to Deals → New Deal
- 2.Enter the deal name, value, and expected close date
- 3.Link to a prospect (or create a standalone deal)
- 4.Set the initial stage
- 5.Add notes and save
Recording Payments
A deal can have multiple partial payments. Each payment records the amount received, date, and payment method. Jeton automatically creates the corresponding ledger entry in the Finance module.
DEBIT Bank Account $3,000
CREDIT Client Revenue Account $3,000
// Auto-created when payment is recorded
Pipeline Forecasting
The pipeline view shows your weighted forecast: each deal's value multiplied by its probability of closing, summed across your pipeline. Use this to project monthly revenue.