Payroll setup
Fenwick Joinery · £1.2k / year
- Owner
- Sarah Hartwell
- Sessions
- 1
Opportunities
3 lightweight deals · sessions linked before proposals
No proposals or engagement letters. Link sessions to lightweight deals only.
Prospect
1 dealProposal
1 dealVAT and payroll onboarding
Okafor Ltd · £2.4k / year
- Owner
- Sarah Hartwell
- Sessions
- 1
Client
1 dealQuarterly advisory
Prenton Bakery · £4.8k / year
- Owner
- Amelia Rhodes
- Sessions
- 1
Lost
0 dealsNo opportunities in this stage.
List view
VAT and payroll onboarding can move from Proposal to Client.
OpportunityEntityStageSessionsNext step