Skip to main content
Objects: track deals (beta)

Manage deals, opportunities, projects and much more

Updated over a month ago

We're introducing a new object in folk, in addition to People and Companies, it is now possible to create Objects.

For your sales workflow, you’ll probably have multiple opportunities or deals for each lead/account. With objects, you can create these deals and link them to your leads to properly track your sales pipeline.

Objects can be used for multiple use cases:

  • Tracking opportunities/deals in your sales pipeline

  • Tracking projects with your partners, freelancers etc...

  • Tracking products in your sales pipeline


How to use objects

You can create objects from your people & company table views.
An object can be linked to both people & companies, and the same object can be linked to multiple people and/or companies. You can add multiple objects to the same contact.

Create/import objects

1. Create from table view

  1. Open your group and go to your table view (people view or company view)

  2. Click the "+" column on the right side

  3. Select Deals if you want to create opportunities, or select Objects if you want to create your own object (product, project etc...)

  4. Rename the column the way you want

  5. Create the right deal name and link it to your contacts (people or companies)

2. Create from pipeline view

You can also create new objects from a pipeline view of objects by clicking "Create" in the view

3. Create from a file import

You can also create objects in bulk through a file import.

When importing a file of people or companies, you'll be able to import deals linked to these people or companies.

Update objects' profiles

Each object has its own object's profile.

Add custom fields

Once you've created a custom object, you'll be able to add custom fields to this object to track the relevant data about this object.

Just click on the object, to open its profile. From the object's profile, you can add the following fields:

  • Select & Multi-select to track priority and deal status for instance

  • Dates to track the timeline

  • Member to assign deals to your teammates

  • Numbers to track deal value

  • Text to add a description

People & companies

On the object profile, you can also check which people & companies are attached to this object and link more if needed.

Notes

Add notes to your object. You can mention your teammates in these notes to collaborate with them.

Manage your objects in a pipeline

Once you've created and linked your objects to your contacts, you can create a dedicated pipeline view to track them in your workflows.

Just click New view in your group and then select Object + pipeline view.

Your deals will be organized in the different stages of your sales pipeline, to better track your sales efforts.

For each stage of the pipeline, by default we calculate the number of deals (cards) you have in the column.

You can change this calculation, to calculate the sum (or any other calculation) of your number fields attached to your objects. This way you can get the sum of your deals value for instance.

Considerations for the beta

  • It's not possible to hide/display fields on the object's cards in the pipeline view (by default all object fields are displayed).

  • It's not possible to sort/filter objects.

  • It's not possible to export objects.

  • It's not possible to use objects in Dashboards.

Did this answer your question?