Why can’t I add more than one estimate to a deal?
Why can’t I add more than one estimate to a deal?
We understand why it might feel convenient to link multiple estimates to a single deal. However, we’ve designed the system so that each Deal has only one Estimate. This keeps your pipeline stages accurate and avoids confusion.
Here’s why:
Stage Accuracy Imagine creating both an interior and exterior estimate under the same deal. If the customer only accepts the interior proposal, moving the deal to “Won” would reflect the status of the interior work — but not the exterior estimate. Similarly, if both are accepted but production timelines differ, moving the deal to “In Production” could misrepresent which scope of work is actually underway.
Reporting On the reporting side, you’re covered. Each estimate is tracked individually, so win rates and marketing/lead source reporting remain accurate. The deal itself holds the source, and if you create two deals (one for interior, one for exterior), reporting will show the dollar value and estimate counts tied to that source.
👉 That’s why we recommend creating separate deals for each distinct estimate. It ensures your deal stages reflect the true progress of each scope of work — and keeps your pipeline, communications, and reporting crystal clear.
What is the difference between a sales event and a job?
What is the difference between a sales event and a job?
Use a sales event for customer appointments. Examples include estimate visits, walkthroughs, and follow-up meetings.
Use a job for scheduled production work. Jobs live on the Production Calendar, support crew assignment, and help you manage active work after the deal moves into production.
Both are tied to deals. They serve different parts of the workflow.
How do I schedule a job?
How do I schedule a job?
Open the deal and use the Schedule card, or schedule it from the Production Calendar.
How to schedule a Job >
Can I edit a scheduled job or reassign a crew?
Can I edit a scheduled job or reassign a crew?
Yes. Open the job from the deal or the Production Calendar. Then update the dates, crew, or other job details.
How do I edit the deal stages?
How do I edit the deal stages?
You can customize your pipeline stages in your account settings > Deals section.
How do I adjust the name of a deal?
How do I adjust the name of a deal?
Open the Deal
Click the pencil icon in the details card or "..." (More) menu, and select Edit Deal.
From here, you can rename the Deal and update other details like owner, stage, location, and source.
How do I add a tag to a contact, deal, estimate, or company?
How do I add a tag to a contact, deal, estimate, or company?
Navigate to the record
Find the Tags section and click the pencil icon to add a tag.
You can select from tags created in Settings.
How do I remove an estimate from a deal?
How do I remove an estimate from a deal?
Go to the deal
Find the estimate card and click the "..." Menu and choose Remove Association
The Estimate (and any linked invoices) will no longer show on the Deal, but they will still be visible in the Estimates and Invoices pages.
Why can’t I change the deal on a scheduled sales event?
Why can’t I change the deal on a scheduled sales event?
Once a sales event is scheduled, the Deal link cannot be changed. This ensures that activity history stays accurate. If the sales event needs to be connected to a different deal, cancel the sales event and create a new one linked to the correct deal.
I'm a CRM user. What happens to my automations now that I have Operations?
I'm a CRM user. What happens to my automations now that I have Operations?
With Operations, you can now automate deal movement between the Sales and Production pipelines. Review and update your automations in Account Settings>Automations to match your workflow.
I'm a CRM user. How do I update my deal stages with Operations?
I'm a CRM user. How do I update my deal stages with Operations?
Check out this video for helpful tips on how to restructure your Sales and Production pipelines to reflect your workflow.
Don't forget to review your automations to match the updated stages.