What do I do when the client says yes? Closing a deal as won

When the client says yes, you do not need to retype their details in several places. The Close the deal steps take the deal's data and prepare everything the delivery and finance teams need.

Steps

1. Open Sales from the side menu and open the deal's page.
2. Click Won. The Close the deal window opens with five steps.
3. Summary: write a Win reason if you want, then click Next.
4. Contract: switch on Create a contract for this deal if you want one. Choose Online signing to give the client a signing link, or Offline signing if the client signed on paper, and type the Signer name.
5. Invoice: choose Approve & send, Keep as draft or Skip invoice.
6. Payment plan: pick a preset (50/50, 40/30/30 or Monthly), or click Add installment and give each installment a label, a percentage and a due date.
7. Project: leave Create project from deal switched on. Check the Project name, Delivery date and Project manager, and choose how tasks are created: Services checklist, From template, With AI or Manual.
8. Click Complete the win.
9. On the result screen, click Copy next to the contract link and send it to the client. Then click Close.

Good to know

• What is created when you finish: the deal closes as won, an invoice from the deal's items and tax, the payment plan installments, the contract if you switched it on, and a new project with its tasks.
• The project is linked to the client's record. If the client has no record under Clients, one is created automatically.
• Services checklist creates three tasks (prepare, execute, deliver) for each service in the deal. With AI suggests the tasks and counts toward your plan's AI allowance.
• Approve & send approves the invoice in accounting and emails it to the client with the PDF when the client has an email. The result screen also has Send the invoice on WhatsApp, which opens a ready message with the invoice link; the client opens it without signing in. An invoice needs the deal to have a value or services.
• Invoices appear in accounting, which is available from the Starter plan up.
• Clicked Won by mistake? Open the deal and click Reopen.