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Zelvorm Office · feature

See what's in play, who owns it and what happens next.

Deals move through five stages: New, Qualified, Proposal, Won and Lost. The open total shows what's in play. A conversation becomes a deal with nothing retyped.

How to use it

  1. 1Create a deal, or turn a conversation into one.
  2. 2Move it along the stages.
  3. 3Mark it Won and its project opens by itself.
Setting up a company, adding a deal, marking it won so its project opens, and preparing payroll. Recorded from the real product on 9 November 2026, using sample data so no customer's details are shown.

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