CRM & Pipeline
Deals
A sales pipeline where deals move through your own stages and convert into projects, wins or losses.
Deals are your sales pipeline. A deal moves through your own pipeline stages and is linked to a client.
At any time (from the deal, or via quick actions on the board) you can Convert to Project — which records it as Won and starts the project (the deal is kept for your stats, not deleted) — or Mark won / lost to close it without a project. Closed deals leave the active pipeline but feed the dashboard’s Deals Won (count and £) figures.
Likewise a Project can be Converted to an Asset, or simply Completed & archived (for work that is just logged for the client, with no asset) — either way it counts towards Projects completed (last 3/6/12 months) on the dashboard. None of this is tied to a particular stage or status, so build your pipeline and stages however you like.