The deals behind a project

Tilbud on a project lists the sales it delivers. It is the same connection the deal's own overview shows, seen from the other end, so the two can never disagree.

One project, many deals: a campaign or a framework agreement is normally sold in pieces and delivered once.

Add one

1. 1Open the project, in its drawer or as a full screen.
2. 2Under Tilbud, Tilknyt et tilbud.
3. 3Søg i tilbud and pick it. The search covers every deal in the workspace, not just the ones on screen.

The deal appears in the list straight away, with its phase, its value and its customer. Clicking it opens the deal.

Take one off

The cross on a row: Fjern tilbuddets tilknytning. The deal is not changed, it just stops pointing at this project.

Ingen muligheder tilknyttet is what a project with nothing sold against it yet says. That is normal for internal work.

To go the other way, from a deal to its project, see Connect a deal to a project.