Win a deal and send a quotation or invoice
Mark a deal as won so the contact becomes a customer, then make the quotation or invoice in one click.
When the customer says yes, mark the deal as won. The contact becomes a customer (if they weren't one already), and you can go straight to a quotation or an invoice for them.
Steps
-
Open the deal from the Pipeline board.
Open the deal -
Click Mark as won. The deal leaves the board and is counted in Won this month and your win rate.
Click "Mark as won" -
The contact is now a customer. The green bar links to the new customer in Sales. A deal that already had a customer keeps it.
Now a customer -
Click Create quotation (or Create invoice). The new quotation opens with the customer filled in. Add the lines and send it as usual.
Create the quotation
Note Create quotation and Create invoice need the Sales & Invoicing module and access to it.
Good to know
- Won by mistake? Click Reopen on the deal. It goes back on the board.
- A new customer is matched by email first, so you don't get the same customer twice.