IN THIS ARTICLE

A step-by-step guide to creating a new deal and populating it with a new phase

CONTENTS

Overview

There are five key steps in the setup of a deal:

1. Creation - Adding a new deal to the pipeline
2. Estimation - populating the deal with raw estimates and requirements (as features and overheads within phases)
3. Pricing - adjusting the final scope and schedule (duration) of each phase
4. Preview - preparing the final presentation to share with customers (guests)
5. Approval - publish and share the final presentation with customers

Useful links:

<aside> 👉 For more information on estimation, see Phases

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<aside> 👉 For more information on pricing, see Scope and Schedule

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<aside> 👉 For more information on presenting, see Proposal

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