Congratulations on winning the deal! You can mark the deal as won in Productive using one of two methods:
1) Click the green "Won" button within the deal.
2) Move the deal to the pre-defined "Won" stage (defined in your sales pipeline settings). In the screenshot, the "Deal Won" stage is in the "Won" status, meaning that any deals moved to this stage are automatically marked as "Won".
Now, once you mark the deal as "Won", it's time to turn it into a project or a budget. You have several options to choose from when winning a deal:
Creating a new project and a new budget based on the services set up in the deal
Adding a budget based on the services set up in the deal to an existing project
Creating a new budget without linking it to a project
Do nothing (just mark the deal as Won)
1) Creating a New Budget and Project
When creating a new project and budget from scratch, you'll need to decide on the budget name and owner, alongside other budget details like the currency, budget start and end dates, choose the subsidiary, decide on the budget owner, and the preferred proposal template.
You also have the option to transfer time entries and/or expenses to your new budget, as well as decide what to do with the bookings made for the deal.
You can keep the bookings on the deal services or transfer them to the new budget, which is especially helpful if you made future bookings. Additionally, you can confirm all your tentative bookings in one click!
The next step involves setting up the new project.
You can create it from scratch, by copying an existing project, or from a project template.
Finally, you'll need to add the project details like the project name and manager, decide on the task status workflow you want to use, set the project visibility, and decide whether to enable or disable time tracking for tasks in the project.
All these details can be adjusted later if needed.
2) Adding a Budget to an Existing Project
If you're adding a budget to an existing project, select the project from the drop-down menu.
Note that to add this deal as a budget to an existing project, you must have an active project with the same client.
In step two, add the budget data (budget name, currency, budget start and end dates, choose the subsidiary, decide on the budget owner, and the preferred proposal template).
In step three, decide what you want to transfer to the new budget (transfer time entries and/or expenses to your new budget, as well as decide what to do with the bookings made for the deal.
You can keep the bookings on the deal services or transfer them to the new budget, which is especially helpful if you previously made future bookings. Additionally, you can confirm all your tentative bookings in one click!
3) Creating a New Budget Without a Project
If you prefer keeping track of your progress through services and Resourcing only (meaning you do not need to open tasks and don't require a project management component), you can create a standalone budget.
Selecting the "Create a budget" option will allow you to create a budget and decide what you need to transfer from the deal to the budget.
You can transfer time entries and/or expenses, as well as decide what to do with the bookings made for the deal.
You can keep the bookings on the deal services or transfer them to the new budget, which is especially helpful if you made future bookings. Additionally, you can confirm all your tentative bookings in one click!
4) Do Nothing
If you just wish to mark the deal as Won and skip creating a budget or project, this last option marked as "Do nothing" is available.
