Is there a separate deal or opportunity object in the Votel CRM?

No. In Votel the contact is the opportunity. Contacts sit in the pipeline, instead of a separate opportunity object sitting in the pipeline. This avoids jumping between a contacts page and an opportunities page when you want to call someone, and most businesses, such as roofing and HVAC companies, never need multiple opportunities for one contact.

A contact cannot hold several separate deals in a one to many relationship, and custom objects are not available. Options that work:

1. Add a custom field with the pipeline column data type to give the contact another stage setting.
2. In the custom contact layout, create collapsible sections to group related fields.
3. Use different saved views for different types of contacts and treat a category like its own object.

The workflow builder can process any item, such as a conversation, a chat message, a JSON payload or a contact.