How it connects
What triggers the next step
- Qualifying a lead creates the account, contact and the deal.
- A deal can only be contracted once a quote is accepted.
- Activating the contract is the operational handover to delivery.
- A completed program opens the renewal deal on the same account.
What the system creates for you
- Program and first project, from the activated contract.
- Cohorts, sessions and learner enrolments under that project.
- Milestone invoices linked to the contract, never floating on their own.
- Certificates and attendance evidence for the quality file.