Deals

Deals in Clubwise are split into three categories: Sponsor, Supplier and Artist — each with its own submenu under Deals in the navigation bar…

Every sponsor deal goes through a fixed flow, visible as a progress bar at the top of the deal file:

You start a new sponsor deal in two places: via the “+” button at the top right of the deal overview (the Sponsor category is then already fixed), or via “Deal…

Are free or VIP tickets for an event part of the sponsorship package? You find them under the Tickets tab, with the event, the…

Besides sponsors, you also follow up your suppliers as a deal in Clubwise — for example an annual contract for catering supplies or a technical…

A supplier deal goes through its own flow, focused on quotations and execution instead of the invoicing steps for sponsors:

Click “+” at the top right of the supplier overview. Choose Company or Person, look up the contact, and fill in at least the Type — together with…

Before you can create a supplier deal, there must be at least one Deal Type for the Supplier category — this field is required. Go to…

The third category is Artist: deals for performances, fees and contracts with individual artists. Go to Deals → Artist in the navigation bar on the left…

For Artist deals you often choose Person instead of Company when creating them — an artist is usually an individual, not a company. Look up the…

In this environment the deal flow of an artist deal currently shows only two steps:

Click “+” at the top right of the artist overview. Choose Person (or Company), look up the contact, and fill in Type, status, owner and expected…

The actions in this article work the same way for a Sponsor, Supplier or Artist deal — only the deal flow and the available deal types…

Just like for a contact, at the top right of a deal file you find a ⋮ menu with all quick actions related to this deal.

An agreement within a deal describes a concrete consideration — e.g. a mention, a stand at an event or free tickets for a sponsor, or…

An invoicing agreement determines what may be invoiced for this deal and when. Choose “Add invoice agreement” in the ⋮ menu or go to the…

Under the Tasks tab you find all to-dos linked to this deal, each with status, priority, deadline and owner.

Choose “Create invoice” in the ⋮ menu to start a sales invoice for this deal. Customer, address and VAT number are taken over automatically, and the…

On the deal overview you choose with the tabs Current, Future and History which deals you see, and filter further via Actions → Filter.