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Your First Deal: Lead → Project → Invoice

Run one deal end to end to see how CRM, Projects, and Finance connect.

#At a glance

DetailValue
Recommended audienceOwner + first users
Estimated time30 min
PrerequisitesA DevSphere OS account
Portal areas usedCRM, Projects, Finance
AI usedSales Agent can draft outreach/proposals; you review and send

#Purpose

Prove the core value loop by taking a single lead all the way to an invoice.

#Business outcome

You have run a full lead-to-cash cycle and understand how the modules connect.

#How to do it

1

Create a lead

Add a real lead in CRM.
2

Win and create a project

Mark it won, then create the delivery project.
3

Deliver

Track the work and share a deliverable via the portal.
4

Invoice

Raise and send an invoice, then record payment.
1

Your First Deal

2

Go Live

3

First Week Plan

#Success checklist

You're on track when

  • A lead was created and won
  • A project was created from the win
  • A deliverable was shared and an invoice sent

#Common mistakes

  • Expecting a won deal to auto-create a project (it is a separate step)
  • Skipping the portal for deliverables and invoices

#Best practices

  • Do one real deal, not a fake one
  • Use the client portal for a clean record
Convert a Customer

Underlying flow.

Client Onboarding

Playbook.

Contact Support

Reach the DevSphere OS team.

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