Clients and deals

Click a company anywhere and it opens in one panel: its status at the top, then Details (including address and country), People and Notes, with its projects and deals below.

The status is one of four: Prospect (Not a customer yet), Warm (Talking, nothing signed), Active (Work is running) or Dormant (Quiet for now, not gone). You set it by hand, because only a person knows whether a quiet client is dormant on purpose or between budgets. Kadrenta records who set it and when.

Two moves happen on their own, each because the alternative would contradict itself:

• a Dormant company that gets a new deal becomes Active;
• an Active or Dormant company you put on the Approach list becomes Warm.

When you mark a deal won and its company is not a customer yet, the deal shows a line suggesting to mark it Active, with one button. Ignoring it costs nothing; a won deal may be a one-off job.

A company's People are the same people as in Contacts (top bar), Kadrenta's one address book for colleagues, freelancers and everyone at every client. The People tab just shows the ones who work there. A person is not a sales record: you can keep a freelancer on file long before or after any company relationship.

Deleting a company only works while no deal points at it, and its people are never deleted with it; they stay in the address book.

Approach is the list before the pipeline: companies that are still Prospect or Warm, with no deal yet.

• Add a company from the quick-add box. Companies you already have on file are offered first; a brand-new one needs Add as a new company. A company with a deal already running cannot be added.
• Each row has an owner (whose company this is while you chase it) and a next-step date, the same two ideas a deal has, so both screens agree on what is overdue.
• Write the reason and the next step on the row's own line. Type @ to pick one of that company's contacts; the name goes in as text, and nobody is notified.
• Rows fall into Planned and Not planned yet, and one filter row narrows by status, due date, owner or name.

Funnel is a board with a column per stage: Inquiry, Pitch, Info requested, Quote sent, Awaiting reply, Won, Lost. Drag a card, or use the arrows on it. Won and Lost always ask first.

A deal holds a Deal name, an Owner (a caption, never a lock), a Priority on the same scale as tasks, a Next step on date, and Notes for where it came from and what was agreed. Value and Cost only appear for people with the sales permission; everyone else does not see the fields at all.

My deals narrows the board to yours. Without the right to edit deals you still see everything, and the page says "Read-only, deals are not yours to move."

Needs attention today at the top lists deals and companies whose next step is due. Each row can be snoozed.

When a deal moves into Pitch, Kadrenta offers Pitching, want a canvas for it?: Start a canvas makes a moodboard that hangs on the deal, Not now skips it.

The Stages menu above the funnel (for whoever holds the studio settings permission) has a tick per stage. Inquiry, Won and Lost are Always on. Pitch, Info requested, Quote sent and Awaiting reply can each be switched off; out of the box only Pitch and Quote sent are on. "A stage earns a column when there is work in it."

Switching a stage off leaves its deals where they are. The column turns grey and accepts nothing new; once its last deal leaves, it disappears until you tick it back on.

Moving a deal to Won opens "Won, make it a project?", filled in from the deal:

• Accept the win without a project: the deal is marked won, nothing else.
• Create the project: name, status, deadline, lead and team, all prefilled and yours to change.

Without the permission to start projects, the popup only records the win and says so. A won deal can produce more than one project.

Whether from the Won popup, Make this a project on a won deal, or Start from a deal when creating a project, it is the same step underneath:

• A project appears, linked to the deal.
• The deal's contacts move along to the project's contact list (the people who get review updates). They do not join the team and get no access.
• A moodboard on the deal moves with it, rather than being copied.

The deal's stage does not change, and its notes do not become the project's briefing; notes are internal shorthand. Whoever converts the deal becomes the project's owner and, by default, its lead; you can name somebody else to lead it. A lost deal cannot be converted.

Moving a deal to Lost asks first: "Mark this deal lost?". Nothing is deleted; the deal, its people and its history stay, so your figures still add up. A lost deal is filed into the archive straight away, canvas and all, and its share links close. You can bring it back from Admin Console → Archive.

A lost deal then asks whether it is worth coming back to: Worth a call soon, Worth coming back to, Keep on file, or Do not approach again. Keep on file never reminds you of anything. Do not approach again locks the deal: it cannot be dragged back into the funnel until somebody clears the mark on the deal itself.

Yes: Delete this deal, on the deal, its popup or its card. "The deal goes, with its notes and its stage history. The company and its contacts stay." To record a deal you did not win, mark it lost instead; that keeps it in your numbers. A project or canvas made from the deal stays, unless you tick the box to archive it too.

Won and Lost only grow. When there is something worth tidying, a button below the board says what it will do before it does it, for example "Archive those 12" with "12 deals were settled before [date]. Filing them away clears the funnel without losing anything." Nothing runs on a schedule, and no total or history changes. Archived · N on the funnel shows what you filed away, one click from coming back.

Companies that are only prospects, with no project, are shown only to people who can see the funnel. Everyone else does not meet them in the address book, in pickers, or through an AI assistant.

A deal can carry a Value and a Cost, in the client's own currency or the studio's. That is as far as it goes: no invoicing, no expenses, no bookkeeping. Amounts are never converted between currencies; a funnel total is always in the studio's own currency.