Overview
Record outcomes and keep your pipeline clean. You can always reopen a deal.
1. Mark Won
1) Open the deal and click Won; choose whether to archive scheduled tasks.
You’ll see the deal removed from Open views.
Won deals move to history for reporting.
2. Mark Lost
1) Click Lost and select a Lost Reason; add context in notes.
You’ll see the deal closed as Lost.
Loss reasons help management adjust tactics.
3. Archive (on hold)
1) Click Archive to pause a deal that’s not active.
You’ll see the deal removed from Open views.
Archive keeps “maybe later” leads out of the way.
4. Reopen any outcome
1) Click Reopen on a closed deal (find closed deals in deal Filters)
You’ll see the deal return to Open.
You can resume work without re‑creating details.
> Tip: Deal changes do not create or update quotes, orders, or inventory; use your DMS for those.
Related KB articles
– Enter products and fees on a deal
– Search and filter the deals pipeline