Work · Workflow
Deal won to project kickoff
How a CRM deal becomes a planned project (planned W3).
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
CRM reports a won deal with client and products
- 2
Projects selects a template by pipeline and product mapping and creates the project
- 3
Engagement terms come from quote lines if Timesheets & PSA is entitled
- 4
The delivery lead is notified, assigns roles, sets the start date and saves a baseline
- 5
CRM shows the project and its health on the deal
- 6
Billing milestones and retainer schedules become available for invoicing
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