Press Deal board at the top of the Inbox. Every conversation is a card in the column of its stage:
To answer → Talking → Meeting → Proposal sent → Won, plus Later and Lost.
- Move a card: on a computer, drag it to another column. On a phone, pick the column in the menu on the card. It saves at once.
- On each card: the company, who wrote, what kind of reply it was, the next booked meeting and a dot for unread.
- Open a card to go to the conversation.
- Won: a card that isn’t a client yet gets Make client; one that is gets Open client.
Booking a meeting moves the conversation to Meeting by itself, and making a client moves it to Won.
Noviram