Congratulations on winning the deal!
You can mark the deal as won in Productive using one of the following methods.
Marking a Deal as Won
1) Directly from the deal
When viewing a deal, click the green Won button.
2) By moving the deal to a Won stage
Move the deal to the pre-defined Won stage (set in your sales pipeline settings).
📌 Example: in the screenshots below, the Secured stage is in the Won status, meaning that any deals moved here are automatically marked as won.
3) Inline in the table layout
This method works well when reviewing multiple deals in a list.
📌 Make sure to add the "Stage" field to the layout to be able to choose your won stage here.
4) Drag-and-drop in the board layout
Ideal for visual pipeline management. Drag and drop a deal into the Won stage in a board layout.
5) Bulk update multiple deals
Use this when you need to mark several deals won at once. Check the boxes next to the deals (in either table or board layouts), select Stage from the top toolbar, and switch them to the won stage.
What Happens After Marking a Deal as Won?
Once a deal is marked as Won, you can:
Create a new project and budget based on the deal’s services.
Add a budget to an existing project under the same client.
Create a standalone budget without linking it to a project.
Do nothing—just mark the deal as Won.
Bookings & Transfers:
When creating a budget, decide whether to transfer time entries, expenses, and future bookings from the deal to the new budget.
Additional Resources
👉 Read more about projects and budgets to better understand how you can benefit from setting up both.
👉 Find out more about the link between budgets and deals here.