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Workflows and Deals

How to create and manage Workflows and Stages?
Impact of permissions to deal, contact and task visibility
How to unlock settled deal?
GEM NZ - Refix Imported deals
Managing deals migrated from Baseplate
How to import data
Managing imported data
GEM NZ - Baseplate Migration
How to Proceed to Apply Online
Company ABN search
Using integrations to verify client's position
Guarantors
Quick Reports
Recover deleted Deals
Advanced reports
How to delete (remove) contact
How to delete contact from a deal
Using Labels for Deals and Filtering
Deal Team members
Duplicate Deal (and Client Profile / Fact Find information)
Change Deal Tile Colour
No Deals option in main menu
Filtering Deals
How to change Deal status or delete it?
Working in Deals - Notes, Tasks, Document, Client profile/Broker tools
Moving Deal through the workflows and stages
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  • Workflows and Deals link-arrow
  • No Deals option in main menu

No Deals option in main menu

This happens because you are not added/assigned as a user to any workflow. If you are not admin user you will only be able to see deals of workflows you are added to. This has to be performed by admin user and they need to go to: 

Settings > Workflows > Select workflow > Type your name in user list


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For this you can contact your team members that have admin access or us on: support@salestrekker.com



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