What is the Fulfillment Bridge on a won deal?
When you mark a lead Won, the Fulfill on Legiit: sell it, outsource it, keep the margin section on that lead adds a box headed Fulfillment Bridge: deal won, now outsource the work. This is where you see your margin on the deal and do all the ordering: the scope and margin, placing Legiit orders, the freelancer brief, the client's before and after page, and promoting the deal to a client. The bridge is on every plan.
What is in the bridge, from top to bottom
- A suggested Rescue Kit, when one fits. If the lead has at least 2 of the problems a kit covers, the kit shows as Suggested: followed by its name, with its services, their rough Legiit costs and the Kit margin:. See What are Rescue Kits and when does one appear?
- Your cart scope. Each line shows what you charge, minus what the work costs, equals your margin on that line, with a total at the bottom. If the lead has a proposal, the cart lists its lines at the prices you quoted and the total reads Margin on the accepted scope. Without a proposal, the cart suggests up to 4 catalog services matched to the lead's problems, at the suggested prices, and the total reads Est. total margin.
- The ordering panel. With your Legiit account connected, Order On Legiit From Here lets you paste Legiit service links, pick a package and place the orders, paid from your Legiit wallet. Deliveries come back here for you to accept or ask for changes. If Legiit is not connected, the panel reads Order Without Leaving The App and points you to Settings. See How do I place a Legiit order for a won deal without leaving the app?
- ✦ Generate Freelancer Brief. The AI writes a brief for the Legiit seller, then Copy Brief for Legiit Order copies it. See How do I generate and copy the freelancer brief?
- Mark Ordered on Legiit. Click this when you ordered the work on legiit.com yourself. It changes to ✓ Ordered on Legiit. An order placed from the ordering panel marks the deal as ordered for you. Once a deal is marked ordered, the First fulfillment on us: claim your $50 credit box appears (or the status of your claim, if you already made your one claim), and Delivery Autopilot starts re-checking the client's website if the lead has one. See What does Mark Ordered on Legiit do?
- Copy Client Delivery Page. Copies a link to a public before and after page your client can watch as the fixes go live. See How do I share the before and after delivery page with my client?
- Promote To Client, under Keep them forever. Turns the won deal into a client you re-measure and report on every month. See How do I turn a won deal into a client?
Good to know
- Your margin is only as exact as the costs behind it. Lines added from My Services use the cost you entered yourself. Catalog costs are US dollar estimates converted to your currency. A proposal line with no known cost counts its full price as margin.
- The service cards stay above the bridge. The live marketplace cards and catalog cards are still there to help you pick sellers. See What are the service cards under Fulfill on Legiit on a lead?
- Promoting to a client needs Agency Pro or Agency Empire. Everything else in the bridge works on every plan. See Which plan do I need for Clients, reports, portals, Ring Proof and Review Guard?
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