IN THIS ARTICLE
A Phase is a subset of a deal containing the price, scope and schedule for a set of estimates.
CONTENTS
Deals are organised into a linear sequence of phases - that contain the scope, and schedule for a set of estimates that are delivered together for a specific value (price).
You can have up to 5 phases in a deal, but the first one is created automatically as part of a new deal.
<aside> ☝ A deal can have up to 10 phases
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You can view the phases in the deal overview, or via the phase switcher on the estimates, scope or schedule page of a deal.
Summary of phases on the deal overview
Switch (or edit) phases directly from other pages
You can add, remove, reorder and duplicate phases.
A default phase is created as part of a new deal