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Lead and Deal Management

Leads within Journeybee can be managed in two main ways.

CRM Integrated

Connect your CRM to Journeybee to have a true bi-directional sync between the platforms so any creation or update that happens in Journeybee or the CRM, will reflect in the other. See our integration support articles for specific on how they work.

Standalone

Using Journeybee as a standalone product (without integration your CRM) is also possible and designed for teams that either want to use Journeybee as their CRM for partnerships or keep a separation between their platforms.

Setup

To make sure Journeybee is set up correctly to manage your leads and deals efficiently and securely while capturing the data you need, go through the following steps.

  1. Create Stages for your deal pipeline to understand where each deal is in the sales process.

  2. Set up Tags for your leads and deals to better associate them for example with certain events or 3rd party platforms.

  3. Add Custom Fields for your leads and deals to capture the required data points needed. Note you can choose which custom fields are shared with your partners or not and which ones are required so you don't have inconsistent data when you and your partners are creating the leads.

  4. Create Attributions to track where the leads have originated from.

  5. If you have commission arrangements in place with your partners, you can also set up default Commissions that will automatically be associated with leads based on partner categories, tiers and/or chosen partnerships. See our payments support article for more information on how commission pay-ins and pay-outs work.

  6. If you want to connect your CRM, now is a great time to do so after you have created all of the relevant associations for your leads and deals so that when you map fields, they are available to do so within the CRM Integration settings.

Customising Deal Views

Journeybee allows you to customise which information appears on your deal cards and list views, helping you focus on the most relevant information for your workflow.

Accessing View Settings

  1. Navigate to the Deals page

  2. Select your desired view tab (Received, Sent, Campaigns, or Reseller)

  3. Click the Settings icon (slider icon) in the filter toolbar

  4. A panel will open showing customisation options for your current view

Pipeline View Customisation

In Pipeline (Kanban) view, you can customise which fields appear on deal cards:

Standard Fields Available:

  • Deal Value - The monetary value of the deal

  • Commission - The commission amount for this deal

  • Tags - Applied tags (displayed as coloured badges)

  • Assigned Users - Team members assigned to this deal

List View Customisation

In List view, you have additional column options:

Standard Fields Available:

  • Date - When the deal was created

  • Stage - The deal's pipeline stage

  • Deal Name - The name/title of the deal

  • Deal Value - The monetary value

  • Commission - The commission amount

  • Expiration - Deal expiration date (not available in Campaigns view)

  • Tags - Applied tags

  • Partner - The associated partner

  • Assigned Users - Team members assigned to this deal

Managing Display Fields

To show or hide fields:

  1. Open the view settings panel

  2. Under Standard Fields, visible fields appear with a drag handle

  3. Click the X button next to any field to hide it

  4. Click Add Field to reveal hidden fields

  5. Select any hidden field to add it back to the view

To reorder fields:

  1. Click and drag the grip handle next to any visible field

  2. Drop the field in your preferred position

  3. Changes save automatically

Adding Custom Fields to Views

If you have configured custom fields for deals, they can also be displayed:

  1. Open the view settings panel

  2. Scroll to the Custom Fields section

  3. Click Add Field to see available custom fields

  4. Select a custom field to add it to your view

Note: Custom fields are filtered by partner type. Received, Sent, and Campaigns views show referral partner custom fields, while the Reseller view shows reseller partner custom fields.

View Settings by Deal Type

Settings are saved separately for each deal view:

  • Received deals - Referral deals you have received

  • Sent deals - Referral deals you have sent to partners

  • Campaigns - Deals from marketing campaigns

  • Reseller - Reseller deal pipeline

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