Every event deal on one board.
Your event deals sit on a board that runs from Lead to Won or Lost. You drag a deal from one stage to the next. The pipeline shows a weighted value. A lost deal keeps its reason, and “Convert to booking” turns a deal into an event booking.
30 minutes, on your own rooms and departments.
- Drag from Lead to Won or Lost
- Weighted value
- Lost reason kept
- Convert to booking
Try it: move a deal, lose one, convert one
Drag a card to another stage, or select it and choose the stage. Mark one as lost and give the reason. Then convert a deal into a booking.
- Open deals, total
- 30,700
- Weighted value
- 15,040
- Won
- 0
Select a deal on the board.
How it works
- 01
A board you drag
Each deal is a card. Drag it from Lead towards Won or Lost as the conversation with the client moves on.
- 02
A weighted value
The pipeline shows a weighted value. A deal that is far from closing counts for less than a deal that is close to it.
- 03
Lost, with a reason
A deal that ends in Lost carries its reason. The sales reports show the reasons for lost deals.
- 04
Convert to booking
“Convert to booking” turns a deal into an event booking. The quotation is then built inside that booking.
- 05
Won by acceptance
When the client accepts the quotation online, the booking becomes Confirmed and the deal becomes Won.
Works with
Questions
Where do the leads come from?
A submission of your website enquiry form creates a contact, a company and a lead in the Lead stage of the pipeline.
What is the weighted value?
A value of the pipeline in which a deal far from closing counts for less than a deal close to it.
What happens to a lost deal?
It moves to Lost and keeps its reason. The sales reports show the reasons for lost deals.
How does a deal become a booking?
With “Convert to booking”. The deal becomes an event booking, and the quotation is built there.
When does a deal become Won?
When the client accepts the quotation online. You can also drag the deal to Won on the board.
See it with your own rooms.
In 30 minutes we show you this on your hotel: your rooms, your departments, your PMS.