Lead and Deal Management

This article covers day-to-day work with leads and deals: the Leads and Deals pages, the panels that open when you click a record, filtering and search, and how to customise your deal views. For creating records, see Creating Leads and Creating Deals.

Where to find it: Leads and Deals in the main navigation.

Who can use this: Any member of your team, on paid plans. Partners work with their own leads and deals in the portal instead.

Setting up

Before working with leads and deals, set up the building blocks in Settings:

Stages — your deal pipeline, per partner type. Each stage has a label, an order and a lifecycle phase.
Tags — organise leads and deals by event, campaign or anything else.
Custom Fields — capture the data you need; choose what is shared with partners and what is required.
Attribution — sources for tracking where leads come from.
Commissions — schemes that calculate partner commission on deals automatically.

If you sync with a CRM, connect it after these are in place so your fields are available for mapping — see Integrations. Journeybee works equally well standalone as your system of record for partner deals.

The Leads page

The Referrals and Resellers tabs at the top split leads by partner type (you only see tabs for the types you have enabled). Switch between a list and a board with the layout buttons — the board's columns are the three lead statuses (New, Accepted, Rejected), and dragging a card between columns changes the lead's status.

Filter by assigned or unassigned, status, tags, assigned users, partner, and custom fields.
Search matches the lead's name, company, email and phone.
Create lead and Import sit top right — see Creating Leads and Lead Import (CSV).

The lead panel

Click a lead to open its panel. Tabs (some depend on your modules and setup):

Lead: The lead's details, tags, custom fields and products. Edits save as you type.
Deals: Deals linked to this lead, with a Create deal button that starts a new deal pre-linked to it.
Quote: Build or view the lead's quote (products module) — see Quotes on Leads and Deals.
Tasks: Create and manage tasks on the lead, assignable to your team and partner users.
Distributor: Manage the distributor associated with a reseller lead (distribution module) — see Distribution Management.
Assigned Users: Your team members and the partner's users on this lead.
Notes: Notes are shared — the partner can read them.
Attribution: The lead's attribution sources and dates (appears once you have created sources).
CRM: Shown when the lead is linked to a connected CRM.
History: The full activity log — visible to your team only.

Delete a lead from the ⋯ menu at the top of the panel.

The Deals page

Like leads, deals split into Referrals and Resellers tabs with a list and a pipeline layout. The pipeline's columns are your stages — dragging a card to another column moves the deal to that stage, which can trigger commission payments and CRM updates.

Filter by assigned, unassigned, rejected, stages, lifecycle phase (New, In progress, Won, Lost, On hold, Expired), tags, assigned users, expiration status (active, expiring soon, expired, no date), partner, and custom fields. The referral view also has a Received / Sent direction filter.
Search matches the deal name, the lead's details and the partner name.

The deal panel

Deal: Name, value and currency, stage, expiration date, tags, custom fields and products, plus read-only commission and spiff totals. The value is locked while a quote or products drive it.
Quote: Build or view the deal's quote.
Associated lead: The linked lead — this is where you set the lead's status to Accepted or Rejected.
Commission: Commission entries and spiff entries for this deal — add, edit or remove them, and apply a manual override (with an amount, note and supporting document) when overrides are enabled for your company. See Payments and Spiffs.
Payments: The payment records generated for this deal, with statuses and dates (Payment tracking module; read-only here — actions happen on the Payments page).
Tasks, Assigned, Distributor, Notes, CRM, History: Same behaviour as on leads — notes are shared with the partner, History is team-only.

Delete a deal from the ⋯ menu at the top of the panel.

Customising deal views

You can choose which fields appear on pipeline cards and which columns appear in the list. These settings are shared by your whole team, and saved separately for the Referrals and Resellers views. (Your list-or-pipeline layout choice is personal.)

Go to the Deals page and pick the view tab to customise.
Click the sliders icon in the toolbar.
Use the Pipeline and List sections to adjust each layout.

Pipeline cards can show deal value, commission, tags, assigned users, custom fields and lead fields.
List columns include date created, stage, deal name, deal value, commission, expiration, tags, partner, assigned users, distributors, custom fields and lead fields (company, email, first name, last name, phone).
Remove a field with its X, restore hidden ones with Add Field, and drag to reorder. Changes save automatically.

Custom fields are filtered per view — the Referrals view offers referral custom fields, the Resellers view reseller ones. Lead views are not customisable; their columns and cards are fixed.

Statuses and phases

Leads have three fixed statuses — New, Accepted, Rejected — set manually by your team.
Deals move through your custom stages; each stage belongs to a lifecycle phase. A deal counts as won when it sits in a stage with the Won phase — your analytics and commission schemes key off stages and phases, not a separate flag. See Revenue and Leads Analytics.

Troubleshooting

A panel tab is missing. Quote needs the products module; Payments needs the Payment tracking module; Distributor needs the distribution module and a reseller record; Attribution appears once sources exist; CRM appears once the record is linked to a CRM.
The direction filter is missing. Received/Sent only applies to referrals — it is not shown in the Resellers view.
There is no Distributors tab on the pages. Distributor partners don't have their own lead or deal pipelines — distributors appear on reseller leads and deals, and as an optional column in the reseller deal list. See Distribution Management.
A teammate's view looks different. Field settings are shared, but the list-versus-pipeline layout and active tab are personal choices.

Good to know

Notes on leads and deals are shared with the partner — the History tab is your team-only record.
Deleting a lead or deal also removes it from your connected CRM.
There are no bulk actions on these pages — records are edited one at a time. For bulk creation, use Lead Import (CSV).
Deal expiration is optional: configure a default in Platform Settings or per partner, and deals show a warning for their final 30 days.