workrest | Deals

Associations:

• Contact
• Asset

If a user requests a Demo, the Implementation Team will select the property "Demo Required" as "Yes" which will then create an Implementation record within the workrest Implementation pipeline. 

Once the DEAL moves to the stage "UPDATE DEAL", the Sales Team will be required to update the below properties:

• Product Name
• Billing Associated
• Discount Applicable

Once a DEAL moves to the "Closed Won" stage, a Product Subscription and an Invoice record will be created.