Form
Client:
*
Project:
*
Create new deal
Select funnel in Pipedrive
+Deal
Add products
Save
Oppty Settings
Open oppty in JIG
Enable enhanced project settings
Add proposal to schedule
Estimate
Request historical actuals from Graham (if applicable)
Create costing excel
Send costing excel to Kate for approval
Update Rev Forecasting sheet
Next Steps
Step 1
Step 2
Step 3
Back
Next
Type a question
Type option 1
Type option 2
Type option 3
Type option 4
Won Job
Click "won" in pipedrive
Make project live in JIG
Update Oppty to "closed"
Submit
Should be Empty: