Win work from the pipeline

Capture enquiries and proposals in Pipeline, then convert a win into an engagement in one step.

3 minute read

Park the enquiry

Open Pipeline → New opportunity. Name the organisation, the ask, an owner, and a follow-up date.

If they are already a client, link them. Otherwise leave the name fields — convert will create the client when you win.

Quote without a side sheet

On the opportunity, add a proposal with amount and status (draft or sent). The stage moves to Proposal when you quote.

Home shows follow-ups that are due so chase lives with Attention, not in WhatsApp memory.

Win → engagement

When they say yes, press Win → engagement. F-Practice creates (or links) the client, opens an engagement with the same title and value, and marks the opportunity won.

Lost stays in Pipeline history with an optional reason — so you can see what did not convert.