Close Deal to Won or Lost Deal
Last updated
Last updated
On the deal detail page, you can update the status of closed deals to Won or Lost. Correctly marking a deal as Won or Lost has a major impact on data available in your Deals reports.
To mark a deal as Won or Lost from a specific pipeline, select the pipeline containing the deal you wish to mark as either Won or Lost from the pipeline dropdown. Then click on the deal you wish to close. To mark the Deal as Won, scroll down on the deal detail page, and click the 'Won' button on the deal detail page.
To mark the Deal as Lost, click 'Lost' button.
