Deals Support Records

Retrieval metadata

feature_group: "Deals"
record_count: 2
approx_page_tokens: 1145
recommended_chunking: one Knowledge Record section per vector chunk

Feature group overview

This page contains chatbot training records for Deals sub-features. Retrieve one ### Knowledge Record: chunk at a time when possible.

This section contains chatbot training records for Deals sub-features.

Knowledge Record: Deals / Activity

record_id: LFS-deals-activity

primary_intents:

• how_to_setup
• when_to_use
• workflow_design
• troubleshooting

Sample user utterances

• How do I set up Activity in Lexul?
• When should we use Activity?
• Why is Activity not working or not showing?
• Can Lexul handle Activity for our workflow?

Entities to extract

• user_role
• workspace
• feature_area
• customer_name
• asset_name
• billing_contact

Approved answer basis

Deal activities track sales follow-ups, tasks, calls, and next steps on an opportunity. Use it when sales users need a history of contact and follow-up actions before quote/job creation. Before giving exact setup steps, confirm: What activity type, due date, owner, and outcome should be captured. Then explain the recommended configuration, test with a sample record, and note this guardrail: Use activity tracking for sales process; do not confuse it with technician work order tasks.

Configure when

sales users need a history of contact and follow-up actions before quote/job creation.

Ask before answering

What activity type, due date, owner, and outcome should be captured?

Dependencies

• Customer records
• asset/service-location structure
• user permissions

Role workflow

Sales/office creates quote or deal; manager reviews; accounting converts, invoices, or syncs.

Permissions and visibility

Restrict quote, invoice, and sync actions to office/sales/accounting roles.

Known limits and guardrails

Use activity tracking for sales process; do not confuse it with technician work order tasks.

Escalation rule

Escalate custom quote/invoice formatting, missing sales records, or unsupported conversion workflows.

Source URLs

• https://help.lexul.com/en/articles/13452343-deal-tracking-in-lexul

Default response pattern

For questions about Activity, first identify whether the customer is asking about setup, fit, workflow design, troubleshooting, permissions, or QuickBooks sync. Use the approved answer basis above, ask only the listed clarification question when needed, and end with the escalation rule when the issue cannot be resolved from documented checks.

Knowledge Record: Deals / Deal Quotes

record_id: LFS-deals-deal-quotes

primary_intents:

• how_to_setup
• when_to_use
• workflow_design
• troubleshooting
• quickbooks_sync

Sample user utterances

• How do I set up Deal Quotes in Lexul?
• When should we use Deal Quotes?
• Why is Deal Quotes not working or not showing?
• Can Lexul handle Deal Quotes for our workflow?

Entities to extract

• user_role
• workspace
• feature_area
• customer_name
• asset_name
• billing_contact

Approved answer basis

Deal quotes allow internal cost review and customer quote creation from a sales opportunity. Use it when a potential job needs pricing before becoming an active work order. Before giving exact setup steps, confirm: Does the user need internal cost detail, customer pricing, or both. Then explain the recommended configuration, test with a sample record, and note this guardrail: A profitability report needs both internal and customer quote data populated.

Configure when

a potential job needs pricing before becoming an active work order.

Ask before answering

Does the user need internal cost detail, customer pricing, or both?

Dependencies

• Customer records
• asset/service-location structure
• user permissions

Role workflow

Sales/office creates quote or deal; manager reviews; accounting converts, invoices, or syncs.

Permissions and visibility

Restrict quote, invoice, and sync actions to office/sales/accounting roles.

Known limits and guardrails

A profitability report needs both internal and customer quote data populated.

Escalation rule

Escalate custom quote/invoice formatting, missing sales records, or unsupported conversion workflows.

Source URLs

• https://help.lexul.com/en/articles/13452343-deal-tracking-in-lexul

Default response pattern

For questions about Deal Quotes, first identify whether the customer is asking about setup, fit, workflow design, troubleshooting, permissions, or QuickBooks sync. Use the approved answer basis above, ask only the listed clarification question when needed, and end with the escalation rule when the issue cannot be resolved from documented checks.