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
To mark a deal as won or lost from the Deals page - Cards view:
- Go to Deals.
- Select the Cards
view.
- Click the three-dot icon
or Choose action on the deal card of the deal you want to mark as won or lost.
- Select Mark as won or Mark as lost.
- Enter information about why the deal was closed:
- For won deals:
- Close date: the date when the deal was won.
- Amount: 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:
- Close date: the date when the deal was lost.
- 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.
- For won deals:
To mark a deal as won or lost from its details page:
- Go to Deals.
- Open the deal you want to mark as won or lost.
- On the deal details page, click Change.
- Select Won or Lost.
- Enter information about why the deal was closed:
- For won deals:
- Close date: the date when the deal was won.
- Amount: 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:
- Close date: the date when the deal was lost.
- 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.
- For won deals:
⏭️ What's next?
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