A won deal reaches delivery, finance and the rep's commission
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Closes the deal as won. |
| Order clerk | Fulfils the order. |
| Project manager | Delivers the project. |
| Accountant | Collects the payment on the invoice. |
| Account executive | Follows the deal. |
Step by step
- Sales manager
Closes the deal as won.
What they see:The deal is closed won and the stage history records it.
- Order clerk
Opens the order created from the accepted quote, or from the won deal if your company turned that on.
What they see:An order carrying the customer and lines.
- Tenant admin
Presses Create project on the won deal, if delivery is tracked in Projects.
What they see:A project with the deal's name, customer and amount.
- Accountant
Opens the invoice accounting drafted when the order was delivered, and records the payment.
What they see:The invoice and its payment.
- Account executive
Looks at the deal.
What they see:Invoiced, then Paid, with timeline notes and the commission state.
Who is told what
No message is sent when a deal is won; the deal's own timeline carries the delivery and invoice notes.