All Collections
Sales
Winning a Deal
Winning a Deal

Win a deal and convert it into a project. Winning deals is easy with the Productive sales pipeline.

Kresimir avatar
Written by Kresimir
Updated over a week ago

Congratulations! You won the deal. Now it's time to turn it into a project.

Based on the financial information from the deal, a budget will be created automatically.

You have three options to choose from - either it's going to be a completely new project or you already have a project for the same client and you just want to create a new budget. The third option is to simply win the deal without creating a project. 

When creating a new project from scratch, you can change the project name and assign a project manager directly from the wizard.

If you're adding a budget to the existing project, select a project from the drop-down menu. Do note that in order to add this deal as a budget to an existing project, you previously have to have an active project with the same client.

Read more about Projects and Budgets to better understand why you need both.

Did this answer your question?