Work the sales pipeline: stages, won and lost, rotting deals, and merging duplicate enquiries

Go to CRM › Sales › My Pipeline. The Kanban opens grouped by Stage, one column per stage. Empty stages still appear as columns, so the board always shows the full path a deal travels rather than only the stages that happen to be occupied.

Above the cards in each column runs a thin progress bar. It splits the column by the state of each deal's next activity — green for planned, amber for due today, red for overdue — and the figure beside it totals the Expected Revenue of that column. Click a colour to filter the column down to just those deals; click again to release it.

The three-dot menu on a card holds Edit, Delete and a colour picker for highlighting a card by eye.

The Lost button opens a small wizard:

Confirm with Mark as Lost. The deal keeps its stage and its history, gains a red ribbon, and drops out of the default Kanban. A lost deal can be brought back with the Restore button on its form. To mark several at once, tick them in the list view and use Mark Lost in the list header.

Each stage carries Days to rot. When a deal sits in that stage for longer without any update, it is flagged as rotting: the stage bar on the form shows how long it has been stuck, and the Rotting filter in the search panel collects every such deal. Set the threshold to 0 on a stage to switch the behaviour off there.

The same project reaches you twice: the villa owner emails, and a week later the main contractor calls about the same job. WindoorERP flags the overlap by itself.

A Similar Leads smart button — a star with a count — appears at the top of a lead or opportunity as soon as at least one potential duplicate is found. Clicking it opens exactly those records so you can compare them. Matching is on three criteria, and any one is enough:

• the same email domain,
• the same commercial entity — the contact belongs under the same parent company,
• the same phone number, compared after normalisation, so formatting differences do not hide a match.

Archived records are included, and the search stops counting above about twenty matches: the button is a flag that duplicates exist, not an exhaustive list.

To merge:

1. Open the pipeline or the leads list and switch to list view.
2. Tick the records to combine.
3. Open the ⚙ Actions menu above the list and choose Merge.
4. In the wizard, set the Salesperson and Sales Team the merged record should belong to, and check the list of records being combined — create date, name, contact, email, stage and salesperson are shown for each.
5. Click Merge.

One record survives and carries the others' chatter, attachments, emails and scheduled activities. The merged-away records are gone from the pipeline, so make sure the list in the wizard is the list you meant.

Switch to the list view when you want to compare rather than move. Lost deals are greyed out, and the list is multi-editable: tick several rows, change a value in one, and it applies to all of them.

Shown by default: contact name, email, salesperson, expected revenue, expected MRR and stage. Add any of these with the (adjust settings) icon at the right of the column titles — create date, contact, phone, company, city, state, country, sales team, priority, next activity, campaign, medium, source, expected closing, recurring revenue and plan, probability, lost reason, tags.

The list header carries Mark Lost and Email for acting on a selection at once.

The search panel ships with filters worth knowing by name: My Pipeline, Unassigned, Open Opportunities, Unread Messages, Won, Ongoing, Rotting, Lost, Overdue Opportunities, and the activity trio Late, Today and Future Activities.

Group by salesperson, sales team, stage, city, country, lost reason, company, campaign, medium, source, or any of the dates — creation, conversion, expected closing, closed.