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 just win the deal without doing anything else. 

You can change the project name and assign a project manager directly in this menu. 

If you're adding a budget to the existing project, select a project from a drop down menu.

Don't forget to hit the Mark as won button!

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

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