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Your first week: the field guide

How-toAnyone1 min
In one sentenceToday's field guide teaches the loop in five moves - open a deal, advance it, run a play on a stall, add what you sell, bring the team - and fills in as you find each one.

Steps

  1. Open your first deal - the First entry badge. Click New deal on Today. Name the company, the value and what happens next; the company record is created with it. Open a deal.
  2. Advance it a stage - In motion. The Advance button lives on the deal card, right on Today. The board, the ledger and the forecast update themselves. Advance a deal a stage.
  3. Run a play on a stall - Accounted for. "What's in the way?" sits on any due or overdue deal card: a category and the moves that clear it. Put a deal on hold.
  4. Add what you sell - The catalogue. Open Offerings. Offerings give deals real line items, and quotes their prices.
  5. Bring the team - Full party. Admins see Invite people, which opens Roles & members; everyone else asks their admin. Invite your team.
RelatedOpen a dealAdvance a deal a stagePut a deal on holdInvite your team
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