How to use

• Add a Client as soon as someone reaches out and set Status to Lead.
• Track the deal through Leads Pipeline from New to Won or Lost.
• When a deal is won, create a Project and add Invoices as you bill.
• Review Unpaid invoices every Monday.

What’s inside

• Clients
• Leads Pipeline
• Projects
• Invoices
• Proposals

Tips

• Keep every follow-up dated and actionable.
• Move deals through stages as soon as their status changes.
• Review active projects and unpaid invoices weekly.