A referral can be promising without being forecastable. The client may know they need help but not yet know the scope, budget or start date.
Lynka gives the commercial record more detail as the engagement becomes more concrete instead of forcing everything into a deal on day one.
Once discovery gives the firm something concrete to pursue, the deal can carry expected amount, probability, stage, expected close date and owner.
Follow-up calls, meetings and tasks can stay on the deal, and Gmail threads can be associated with the CRM record when Gmail is connected.
Accepted quote details can be used when the invoice is created, avoiding another round of manual re-entry.
If the engagement is paid 50 percent at the start and 50 percent on completion, both payments can be recorded against the same invoice while the remaining balance changes.
If the billed amount itself needs reducing, a credit note records that separately from money received.
Yes. A lead can remain in qualification until there is a genuine engagement worth creating a deal for.