Clients & sales

• Manage companies, contacts, and notes

  Build a client record, add contacts, and keep useful notes alongside related deals and projects.

  Build a company recordAdd people and notesFind related work+1

• Manage your sales pipeline

  Create a deal, move it through the board, and use stage names that fit your sales process.

  Add a dealMove the opportunity forwardAdjust your stages+1

• Turn a won deal into a project

  Create a project from a won opportunity and retain the links to its company and deal.

  Win the dealCreate the linked projectCheck the connection+1

• Start from templates

  Pick a project template, invoice template, stage set or cadence from Scoped’s gallery or your own, save good work as a template, and publish your team’s drafts.

  Pick a card from the galleryStart a project from a templateStage sets and cadences+4

• Automate steps with workflow rules

  Start a project, its cycles and the welcome email when a deal is won, with rules that read as one sentence, recipes from Scoped, a log of every run, and Undo.

  Add a recipeMake your own ruleWhat a rule can do+4

• Follow up on every inquiry with Actions

  Save an inquiry from a text, call or email with an owner and a next step, and work through everything you owe clients in one list.

  Save an opportunityWork through the listSnooze, set aside or hand on+1

• Send client emails from templates

  Send a welcome note, quote follow-up, inquiry reply, wrap-up, review request or check-in from a template, follow each one, and let moments and assistants send them behind a hold you can stop.

  Start an email from a contactFollow, pause or stop what's goingLet moments and assistants send+2

Section chips link straight to that part of the guide.