Manage clients and opportunities
Connect the client relationship with the work you are planning.
Before you begin
Client and commercial workflows require an eligible team plan and the relevant access. A personal event does not need a client record.
Maintain the client record
Open Clients, create or select the client and record the contact information needed for the engagement. Check existing records before creating a duplicate. Review the client’s linked work when following up.
Track an opportunity
Open Pipeline to create or review an opportunity. Record its stage, client and estimated value. Use the available action to create a proposal or event when the engagement is ready. Stage changes should reflect an actual decision; an estimated opportunity value is not invoiced income.
Next step
Review the linked event and commercial documents together. Changing contact details or a pipeline stage does not automatically mean an agreement was accepted or an invoice was paid.