Programs & delivery
Define what you sell and follow clients after the sale.
Create and manage programs
Set up the offers you sell, with their price, payment type and contract template, and keep the list tidy by editing and archiving.
6 min read
Manage deliveries
Follow every client after the sale. Find deliveries, read their status and health, assign an owner and save the list as a view.
6 min read
Work inside a delivery
Use the delivery page to follow one client. Read progress and contract value, work through tasks, keep notes and change the status when something happens.
7 min read
Set up delivery and task statuses
Rename, recolour and add the statuses your delivery team uses for deliveries and for tasks, and choose which one is the primary status.
5 min read