How to create a deal for licensing?

When creating a deal there are fields that will be required as we move towards an automated invoicing workflow.

Automation for invoicing to Xero is only available for the US deal pipeline

A deal will trigger an invoice workflow when it is moved to Music Licensed. Deal Stage should be last update made to a deal to avoid sending over an incomplete deal.

Required Fields for Deals to be complete for invoicing to Xero:

Project Name	Deal Description	Composer	Territory
Deal Owner	Deal Stage	Track Title *	Closed Date
Licensed Amount	Item Code *	Term *	Associated Contact
Associated Company

(*) Should be complete when a deal stage is moving to Music Licensed

If the fields above are not complete - an error with the zap will occur and a delay the workflow until the issue is resolved. An email be sent to the Zapier Owner to troubleshoot.

Please email deal related emails to ar@alibimusiclibrary.com

Deals should be created for any discussions on Blanket Licenses or Preferred Vendor Agreements so this can be tracked with the contact and the company. The deal stage should be Contract Negotiation.
If the Contract Negotiation results in a signed contract. The Deal stage should be Closed Won and the Vendor Agreements field should be updated accordingly. Licensed Amount should also be updated.

Examples of Deal Set up for Invoicing:

How to create a deal for licensing?

Deal creation is used for invoicing as well as pipeline health.