Every enquiry reaches a deal, and every deal reaches the plan

02Key points

1. 01

   The conversation sits next to the deal

   • Telegram, VK and MAX share one queue: reps see their own, admins see everything.
   • Messages are never copied: the queue and the deal card read one journal.
   • A lead or deal is created straight from the chat, customer included.

   

2. 02

   Duplicates caught before the second call

   • Matching uses the last ten phone digits, the channel handle and linked customer cards.
   • The system says what exactly matched, so nobody re-checks it by hand.
   • Merging moves the conversation and the work; the source is archived with a link.

   

3. 03

   Deals follow the pipeline's own rules

   • Each stage carries its probability, response time and required fields, checked on every move.
   • Moving to a lost stage demands a reason; a closed deal reopens only explicitly.
   • Creation, assignment, stage changes and closure land in a feed that cannot be rewritten.

   

4. 04

   The plan next to the result

   • Targets are set per month: one for the team, one for each salesperson.
   • In the workload view the target stands beside the amount won in that same month.
   • Automation rules react to deal events by creating a task or assigning an owner.