Engagements are the combination of both Opportunity and Projects without the restrictions of the OOTB entities. Engagements have a parent child relationship between Account and Engagement. One Account may have multiple engagements
Types of Engagements:
- Pursuits: Pursuits are active Engagements that have not been secured. They are still in the opportunity stages.
- Active Engagements: Once a Engagement has been locked in, the project stage begins. Here we can start to add deliverables like Time, Expense, billing etc