How to Mark a Deal as Won
- Open the deal record, OR find the deal card in the Pipeline/Kanban view.
- Change the Stage to Won (drag the card to the Won column in Kanban, or use the Stage dropdown on the deal form).
- Confirm in the dialog that appears.
- The deal is now marked Won. It appears in revenue reports and counts toward your team's targets.
How to Mark a Deal as Lost
- Open the deal or find it in the pipeline view.
- Change the Stage to Lost.
- A dialog prompts you for a Lost Reason — select from your configured reasons or type a custom one.
- Click Confirm.
- The deal is marked Lost with the reason recorded.
Why Recording Lost Reasons Matters
Lost reason data builds up over time and becomes valuable:
- •Reports → Deal Reports → Lost Reason Analysis shows which reasons are most common.
- •Identify patterns: if 40% of deals are lost to 'Price', that is a pricing or value communication issue.
- •Track improvement over time as you address the most common lost reasons.
Reopening a Closed Deal
To reopen a Won or Lost deal, open the deal record, change the Stage back to an active stage (e.g., Negotiation), and save. The deal re-enters the active pipeline.
Frequently Asked Questions
Can I customise the Lost Reason options?
Yes. Go to Settings → Deal Stages → Lost Reasons to add, edit, or remove lost reason options. Common ones include: Price, Competitor, No Budget, No Decision, Timing.
Where do won deals appear in reports?
Won deals appear in Reports → Revenue Reports, the Sales Target progress widget, and the Team Dashboard. They are counted by the deal's close date.
Can I reopen a lost deal if the prospect comes back?
Yes. Open the lost deal and change the stage back to any active stage. The deal re-enters the pipeline normally. A timeline entry records the reopen.
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