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Customers and deals

Keep companies, contacts and deals in one pipeline from new to won or lost.

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0 of 5 steps done

  1. Open the pipeline

    Customers and deals is for sales and project managers. The top shows how many deals are open and what they are worth.

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    Open the page

  2. Add a company and a contact

    Press Add a company and give its kind: university, company, agency or partner. Press Add a contact with the first name, last name and job title.

  3. Add a deal

    Press Add a deal. Say what the deal is, its value in FCFA, where it came from and the expected close date.

  4. Log what happens

    Open the deal and use Log what happened for each call or email, with a follow up date if needed. Move the deal to its next stage. If it is lost, say why.

  5. Start a project from a won deal

    When a deal is won, press Start a project from this deal. The project opens ready for tasks.

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