The stage of the sales pipeline in which the trigger needs to be fired.

Choose from the list of all your workspaces.

Choose the Lead's field where you want to search the Lead from.

Use the email and name that is registered with Clientjoy

Choose the currency in which you are going to raise the Invoice.

Choose a team member who will be looking after the Client.

Any Tags or Labels that you wish to add for this Client to help you in finding them.

Add information that you want to keep in your Client notes.

Choose the name of the workspace where this new Lead will be added.

Organization or Business name of the Lead

The estimated deal size or project amount.

If blank then your workspace's default currency will be automatically picked.

How likely is it that the Lead will get closed?

Choose the sales stage from your existing sales Pipeline where the Lead needs to be added.

Choose the team member who is going to look after this Lead.

Is this Lead Private? Private Leads are visible to the owners and Admins.

Any Tags or Labels that you wish to add for these Leads for finding them.

Any note to be added when this Lead is created.

Email id of the Lead that needs to be converted to a customer. PLEASE NOTE: You need either an email id or Lead ID for this action to work.

Clientjoy's Lead ID. You can use it if you are using a Clientjoy's trigger with the Lead information. PLEASE NOTE: You need either an email id or Lead ID for this action to work.

PLEASE NOTE: We need either receiver's email id or the Proposal's Clientjoy ID for this action to work.

If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.

Name of the Client's contact who is going to receive the Invoice

If the Client with the entered email address is not present in Clientjoy then we'll create the new Client.

Choose the due date for the Invoice. After this date Invoice will be considered overdue.
And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.

You can choose existing Clientjoy items that need to be added or you can add an item directly to the Invoice.

If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in the Invoice.

You can only select one tax, because it is in line item, if you are not selecting any tax items taxes will be there.

Any previous adjustments to the Invoice? This amount will be added to the Invoice Total.

Do you wish to give any discount to the Client?

Choose the discount value in the amount or percentage.

Choose from the payment methods already defined in Clientjoy.

Do you wish to add any note for the Client on the Invoice?

Please enter only the hexadecimal value of color. Clientjoy Invoice templates can adopt the color you provide. By default, we take the color defined in your branding settings.

Clientjoy's workspace name where this proposal is going to be saved.

Name of a recipient for which you are creating this proposal.

This email will be used for sending the proposal to the recipient. If the email already exists in Clientjoy then we'll create this proposal for existing Lead/Client.

Date after which proposal can't be accepted. And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.

Please select from template or custom template any one.

You can choose existing Clientjoy items that need to be added or you can add an item directly to the Proposal.

If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.

The amount which you are charging for this service. If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.

If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.

You can only select one tax, because it is a line item, if you are not selecting any tax items taxes will be there.

If true, proposal will be sent to lead or customer as per selected module.

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Clientjoy

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