Deal Pipeline

Every deal — from the moment a lead is qualified until you invoice for the completed job — lives in the Opportunities module. The pipeline view is a Kanban board where each stage is a column.

The stages

Rasveon uses a five-stage pipeline built for field service work:

Stage	What "in this stage" means
New Lead	Qualified but you haven't been on-site yet
Site Survey	Survey booked or completed, gathering technical requirements
Quote Sent	Formal quotation sent to the customer, awaiting response
Job Scheduled	Deal won, installation date confirmed
Completed	Job done, invoice raised

There are two terminal states:

• Won — same as Completed, counted in revenue
• Lost — deal fell through; requires a reason (price, timing, competitor, no-response, other)

The Kanban board

Open Opportunities in the sidebar. You'll see five columns, one per stage. Each card shows:

The Opportunities Kanban — drag cards between stages, cards go amber after 7 days and red after 14.

• Deal name
• Customer
• Value in your workspace currency (RM, S$, or US$)
• Assigned salesperson
• Age in the current stage (colored red if stale)

Moving deals between stages

Drag any card to a new column. The deal updates immediately for everyone in the workspace. You can also ask the AI:

"Move the Menara access control deal to Quote Sent."

The card colour code

Cards go amber after 7 days in a stage and red after 14. That's your prompt to either push it forward, chase the customer, or move it to Lost.

Creating an opportunity

From the pipeline view, click + New Opportunity at the top-right. Fill in:

• Deal name — a short label, e.g. "Menara HQ — 12-door access control"
• Customer — pick from existing customers (or create one on the fly)
• Contact — the primary contact for this deal
• Value — in your workspace currency
• Expected close date — used for forecasting
• Stage — default is New Lead
• Assigned to — the salesperson responsible

You can also create an opportunity automatically by converting a lead.

Deal detail page

Click a card to open the deal. You'll see:

• Header — name, value, stage, expected close
• Left rail — all fields, inline-editable
• Centre — Activities timeline, notes, quote attachments, site photos
• Right rail — Tasks, related contacts, revision history

Forecasting

The Reports → Forecast page shows a weighted pipeline projection based on stage probabilities:

Stage	Default win probability
New Lead	10%
Site Survey	30%
Quote Sent	50%
Job Scheduled	90%
Completed	100%

Admins can adjust these probabilities in Settings → Pipeline.

Losing a deal

If a deal falls through, drag the card off the board or open it and click Mark Lost. You'll be asked for a reason. Lost deals stay searchable in Opportunities → All → Filter: Lost, and lost reasons appear in the Reports → Win/Loss view.

Pipeline permissions

• user — sees only deals they own
• senior — sees the whole pipeline, can edit anyone's
• manager, admin — full access, including reassignment and stage probability config

Managers can toggle View → Team pipeline to switch between their own and the team's view.

Tips from the field

• Add site photos immediately. Attach photos to the deal from the mobile app while you're on-site. You'll thank yourself when the technician arrives.
• Ask the AI for a stall report. "Which deals have been in Quote Sent for more than 10 days?" — great for weekly reviews.
• Never skip Site Survey. Even for tiny jobs, log it. It gives you data on how long surveys typically take and where they cluster.