Prospects stay in CRM until you win the deal

A company you're still selling to no longer shows up as a client in Time Tracker and Project Management. Companies now carry a customer flag: it flips the moment a deal with them is won, and only customers are shared across the suite. Prospects stay in CRM.

Each company shows a Prospect or Customer chip, and a Mark as customer action covers business won outside a tracked deal. Both routes are recorded in the audit log, and a customer is never demoted back to a prospect automatically.

Existing workspaces are brought up to date on the next start: a company with a won deal, or one already shared with Time or PM, is marked a customer; everything else becomes a prospect and stops being shared.