Deals & Products
Product Types
Define product types in settings (loans, insurance, credit cards, etc.) with custom fields per type.
Creating a Deal
From a lead card, click the "Deals" tab then "New Deal". Select a product type, fill in details and amounts.
Deal Statuses
Track each deal with custom statuses (In Progress, Approved, Rejected, Completed). You can define your own statuses in settings.
Commissions
The system supports commission tracking per deal, including automatic calculation by percentage or fixed amount.