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The Difference Between Booked and Won

 

In your Opportunities tab, you may see that we use the wording "Booked" and "Won."

These words essentially mean the same thing, but they do different things for the system. 

Whenever a booking is reported correctly, it should automatically mark them as won - not the other way around.  

 

 

Booked

"Booked" marks the clients' stage in the pipeline. This lets you see how many clients have signed a contract with you.

To learn more about each stage of the pipeline, CLICK HERE.

 

 

Won

"Won" marks the status of the client and marks their booking value.

 

To learn more about the difference between Lost, Won, and Abandoned, CLICK HERE.