Track every deal on the Job Trail
Requests and estimates from new to won or lost.
What it is
The Job Trail shows every opportunity in one board, so nothing sits forgotten between the request and the approval.
1 Use the board
- Open CRM → Job Trail.
- Requests and estimates move on their own as you work.
- Drag a card to change its stage.
An estimate the client approved or declined stays where it is.
2 Lost work
- When work is lost, use Mark as lost and pick the reason in Why was this lost?.
- CRM → Results shows why estimates are lost and where your clients come from.
Related guides
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