Getting Started
Get Jeton running and learn the core workflow in under 10 minutes.
Prerequisites
Node.js 18+, PostgreSQL database (Neon recommended), and a Jeton account with admin access.
Sign in to Jeton
Navigate to your Jeton instance and sign in with the credentials provided by your administrator.
Go to your Jeton URL
e.g. https://jeton.yourdomain.com/auth/signin
Explore the Dashboard
The dashboard is your command center. It shows an overview of your pipeline, recent activity, and key metrics.
Pipeline overview
Active deals & values
Prospects
Leads in the funnel
Revenue
Collected payments
Add your first prospect
Prospects are potential clients. Go to Prospecting → New Prospect and fill in their details.
Convert to a deal
When a prospect is ready, convert them to a Deal. Deals have a value, stage, and expected close date.
Open the prospect record and click Convert to Deal. The deal will appear in your pipeline view.
Record a payment
When you collect money from a client, record it as a payment against the deal.
Inside a deal, open the Payments tab and add the received amount. The payment will automatically create a ledger entry in your Finance module.