Saleswith doesn't just help you close deals. It always gives you an easy way to follow what happens afterward: when the work is delivered, and when it's actually paid.


All the projects you have in the account are shown in the Projects section.


How to create a new project

When a Deal is marked as won, it becomes a Project:


After you mark a deal as won, you'll be redirected to its new project view. Click on the Edit button to add details for your projects.


Adding Phases to your project


Phases are important, too, because they divide the projects in one or more different "chunks" of work, that will be delivered one by one.


You can add Due dates to your phases, which are the deadlines to deliver the work. You can also add Payment due dates, which are the deadlines your clients have to pay the work.