What this does
Closing a deal records the final outcome. Won deals contribute to your revenue figures. Lost deals help you analyse why opportunities didn't convert.
When to use it
Mark a deal as won when you've received a commitment or payment. Mark it as lost when the opportunity is no longer viable.
Step by step
- Open the deal you want to close
- Click Mark as Won or Mark as Lost
- For won deals:
- Confirm the final value
- The deal moves to the Won column
- If Accounting is connected, an invoice is created automatically
- For lost deals:
- Select a Loss Reason (e.g. price, timing, competitor)
- Add optional notes explaining why
- The deal moves to the Lost column
- Click Confirm
Tips
- Won deals with Accounting integration auto-create a customer and invoice
- Review lost deal reasons monthly to spot patterns
- Closed deals can be reopened if circumstances change
- Your conversion rate is calculated from won vs total closed deals