Deal types — let each kind of deal use only its own steps

En affär med en typ visar bara typens steg, både på tavlan och inne i affären. En affär utan typ visar alla steg, och vunnet, förlorat och summor fungerar som förut.

Deal types are an add-on. Until DealJourney switches it on for your workspace, the Affärstyper tab does not appear.

Set them up in the pipeline builder, on the Affärstyper tab.

1. 1Type a name, for example Namn, till exempel Upphandling, and choose Lägg till affärstyp. A new type starts with every step.
2. 2Click a step to take it out of the type, or back in. A type needs at least one step.
3. 3Rename a type by editing its name. Ta bort removes it; its deals keep their step and show every step again.

All types share your one set of steps, so Won, Lost, forecasts and totals work exactly as before. To add or rename a step, change it in Edit your pipeline in the builder and then tick it on the types that use it.

On a deal, pick the type with Affärstyp above the step bar. The bar then shows only that type's steps. Changing the type never moves the deal: if its current step is not part of the new type, that step stays visible until you move the deal on. Ingen typ shows every step.

On the board, pick a type next to the column picker. The board then shows only that type's steps as columns and only its deals as cards, and the column counts follow. Alla affärstyper is the full board. The choice is saved with your view, so a view per type opens on its own board. The list view always shows every deal.