A won deal becomes a delivery project
What moves
From a won deal you can start a project carrying the deal's name (with the customer in front), amount as budget, currency and owner. A workspace can also switch on a setting so a project with the deal's name and owner is created automatically, once per deal, when a deal is won.
Before you start
- Both modules in your plan
- The person can read deals and create projects
- For automatic creation: the setting is switched on (it is off by default)
Step by step
- Sales managerCRM & Sales Pipeline
Marks the deal won.
You see:The deal is closed as won.
- Sales managerCRM & Sales Pipeline
Presses Create project on the deal page.
You see:A project opens with the deal's name, owner and amount as its budget.
- SystemProject Management
With automatic creation switched on, creates one delivery project for the deal if none exists yet.
You see:One project exists per deal, never two.
- Project managerProject Management
Picks up the project, applies a template and plans the work.
You see:The project has stages and tasks.