Go Live

Go Live is the moment a won deal stops being a proposal and becomes billing. The pre-sale numbers, services and features on the deal turn into real records against the customer, and billing starts.

The Go Live queue

Go Live lists won deals whose products are still waiting to move across. It appears in both the Sales and Billing menus, because both need to see it: Sales to know a handoff is outstanding, Billing to do it.

Columns are the customer, the deal, its owner, the go-live date, progress and the pending records. The action column shows either Bring Deal Live or the muted text Monitor only.

Important: bringing a deal live needs the Billing CRM section for that deal’s dealer, as well as permission to manage the deal. A salesperson with only the Sales section watches the queue; they do not work it.

Bring Deal Live

Required: the Go Live Date.

Optional: details for the record, and a per-record choice of Go Live or Skip so you can bring part of a deal across and leave the rest.

What happens:

• Each chosen pre-sale record becomes a live billing record against the customer, carrying its pricing.
• Renewal and upgrade records amend the live record in place rather than creating a duplicate, so contract dates and history stay on one record.
• Any stock number on the deal is marked sold and linked to the live record.
• The deal is marked live, or partially live where you skipped something.
• One-off deal transactions are swept onto the customer’s billing.

Important: where a new number has no digits yet, enter them on its row before choosing Go Live for it.

When a deal will not go live

The page names the reason rather than simply refusing. The usual ones:

• The deal is not won. Close it won first.
• An acceptance payment or Direct Debit requirement is outstanding. Either the customer completes it, or somebody with the right capability waives it with a reason.
• There are no pending pre-sale records. Everything on the deal is already live.
• You do not hold the Billing section for that deal’s dealer.

Convert to Billing

Where a whole lead is becoming a customer, the customer page carries Convert to Billing, which brings the account itself across as well as its deals.

Important: a single deal going live never converts the whole customer as a side effect. The two are deliberately separate, so a customer with several deals in flight is not switched on by the first one that closes.

After go live

Provisioning handoffs are tracked on the deal, so it is clear what has been ordered and what is still outstanding. The deal keeps its full history: the proposal that was accepted, the acceptance evidence and the go-live record all stay attached to it.