All systems operational

Convert a Customer

Win the deal and hand it off to delivery. Marking an opportunity won activates the customer and notifies Operations.

#Purpose

Turn a won deal into an active customer and trigger the handoff to the delivery team.

#Business goal

A clean transition from sales to delivery so won work starts without dropping context.

#At a glance

DetailValue
Estimated time5–10 minutes
Departments involvedSales, Operations
Business modules usedCRM, Projects
AI departments usedOperations Agent (summarizes operational health after handoff)
Required permissionsInternal staff with CRM access; project creation for delivery
PrerequisitesAn open opportunity ready to close.

#Workflow at a glance

1
Mark won
Opportunity status → won.
2
Customer activated
Client record becomes active.
3
Operations notified
Deal-Won handoff fires.
4
Project created
Delivery begins (manual step).

#Step by step

1

Mark the opportunity or lead won

Set the status to won. This stops active nurture sequences and records the win.
2

Customer is activated

The Deal-Won automation works with the client record so the customer becomes active.
3

Operations is notified

The Deal-Won → Operations handoff notifies the delivery side that new work has landed.
4

Create the delivery project

Create a project for the won work to begin delivery (this is a deliberate next step, not automatic).

#Approval points

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

#Expected result

What you should see

The deal is marked won, the customer is active, Operations is alerted, and you can start a delivery project.

#Common mistakes

  • Assuming a project is created automatically — you create it as the next step.
  • Forgetting to mark the deal won, so the handoff never fires.
  • Leaving the new customer without a project owner.

#Troubleshooting

If this happensTry this
Operations was not notifiedConfirm the deal was actually marked won; the handoff fires on the won status.
No project appearedProject creation is a manual next step after winning — create the project yourself.

#FAQ

What happens automatically when I win a deal?

Active sequences stop, a win is recorded, the client is activated, and Operations is notified. Creating the delivery project is a manual next step.

What about a lost deal?

Mark it lost to stop sequences and keep your pipeline accurate; you can revisit it later for reactivation outreach.

#Keep exploring

Create a Project

Start delivery.

Sales Reporting

See win rates.

#Knowledge base

Create a project

Begin delivery.

Manage your pipeline

Won and lost.

#Business modules

CRM Module

Opportunities.

Projects Module

Delivery.

Getting Started

Set up your workspace.

Platform Overview

How the OS fits together.

#AI departments

Operations Agent

Summarizes operations.

Still need help?

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