What an exciting time - your project is moving from the sales process to the delivery! This article will guide you through moving your project from the Sales Pipeline to Active Projects.
Different CRMs call for minimal differences in triggering a deal to move from the Sales Pipeline to Active Projects. So we are going to cover the best practice approach that addresses all CRMs.
Within your, CRM update your deal with these three things:
- Marked as 'Closed-Won' stage
- Have a probability of 100%
- Changed deal status to 'Won'
See that your project is now on the Active Projects page.
You're all set to go!