See it all the time, but not totally sure what it means?


Prior to the actual signing of the contract the work is considered a deal. From a Parallax perspective, deals are brought in from the CRM tool and reflect what is intended on being sold.

Deals can be found in the Sales Pipeline.



A project follows the CRM win condition to represent the work sold in preparation for delivery.

Projects can be found in the Active Projects amongst other places. As a starting point, please see the Project Detail Article.

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