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Close and mark a deal as won or lost

Closing your deals by marking them as won or lost is a best practice to stay organized and keep track of the state of your deals.

It also allows you to identify sales trends and opportunities, and provide insights that can help you close more deals.

Close and mark a deal as won or lost

From the Cards view From a deal details page

To mark a deal as won or lost from the Deals page - Cards view:

  1. Go to Deals.
  2. Select the Cards mceclip0.png view.
  3. Click the meatball-menu-icon.png icon or Choose action on the deal card of the deal you want to mark as won or lost.
  4. Select Mark as won or Mark as lost.
    kanban_mark_won_lost_EN.png
  5. Enter information about why the deal was closed:
    • For won deals:
      mark_won_EN.png
      • Closed date: the date when the deal was won.
      • Total revenue: the amount of income generated from the deal.
      • Closed won reason (optional): any additional information that could be helpful to understand why the deal was won.
    • For lost deals:
      mark_lost_EN.png
      • Lost reason: select the reason the deal was lost. You can choose from the default reasons or create a new reason by editing the Lost reason attribute.
      • Additional comments (optional): any additional information that could be helpful to understand why the deal was lost.

⏭️ What's next?

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