Skip to main content

Deal won → create income

When an opportunity moves to your "Won" stage, automatically records its value as income in bookkeeping (customer linked from the task, no duplicate on re-entry). During setup you choose the won stage, the deal-amount field, the account and the income category.

Deal won
Income record

When

Stage changed

Fires when task moves to another stage

LAST STEP

Grow your business on one platform

Open a free account, explore modules — no card required.

Start now
No credit card neededFree foreverInstant setup
Deal won → create income | Workinno