What happens when you win a deal

The conversion#

When you move a deal to a won stage, Modero automatically:

1. Turns it into a client organization, if one does not already exist for that deal.
2. Creates a Project.
3. Seeds Services from the deal.

You choose whether the seeded services land in a brand new project or attach to an existing one.

The point of this is that you do not have to manually re-enter anything the deal already captured. Everything you recorded during the sale carries forward into the client’s workspace.

What an approved quote adds#

If the deal has an approved quote, the quote’s line items become inventory: services and locations that the client’s team can pick up right away.

After the conversion#

The new client organization behaves like any other organization under your agency. Its plan, add-ons, entitlements, users, and billing are all managed from the Partner Hub: see Managing organizations.

Common questions#

What happens to a deal after we win it? It automatically converts into a client organization (if new) plus a Project with seeded Services. You do not have to manually re-enter anything the deal already captured.