A won deal can open a draft order

What moves

With the setting on, a deal marked won creates an empty pending order carrying the account and currency. Either way, a Create order button on a won deal opens the order form pre-filled. The setting is off by default.

Before you start

• CRM and Sales Orders in your plan
• Create an order when a deal is won switched on (optional) for the automatic draft

Step by step

1. Sales repCRM & Sales Pipeline

   Marks a deal won.

   You see:The deal closes as won.

2. SystemSales Orders & Fulfilment

   Creates a pending order for the deal and account, unless the deal already has one.

   You see:A pending order appears in the order list.

3. Order clerkSales Orders & Fulfilment

   Chooses the customer's lines, adds them and confirms.

   You see:The order is on its way.

Related

• CRM & Sales Pipeline
• Sales Orders & Fulfilment
• A won deal earns its owner a badge
• Agents work with leads and deals
• An accepted quote becomes a draft contract
• An accepted quote reaches the sales order clerk
• Scheduling a follow-up for a colleague
• Connections between modules