LESSON 4 OF 7
Track an opportunity with a deal
Record an opportunity and move it through a stage that reflects reality.
Overview
A deal records an opportunity before or as you agree the work. Its value describes the opportunity, while a linked project holds the delivery plan.
Won records an agreement to proceed. Lost records an opportunity that will not move forward. Workspace stages can be renamed, so make sure the team shares their meaning.
Before you start
Have the company and relevant contacts ready, along with the scope and estimated value you know.
1Open or create the deal
Open Deals and give the opportunity a recognizable name.
2Record the client and agreement
Link the company and contacts, choose an owner, and enter a useful estimated value. Keep the agreed scope current as the conversation develops.
3Update the stage
Use the board or deal detail form to move the opportunity when its stage changes. Choose the stage that matches the actual conversation.
4Review the meaning of the result
Use Won when the client agrees to proceed and Lost when the opportunity will not continue. Review a won deal’s delivery handoff separately.
Put it into practice
The pipeline reflects the opportunities you are working on. Deal value is separate from amounts billed or paid in customer invoicing.
Open your workspace