Mark a deal won or lost
How-toAnyone1 min
In one sentenceWon is the last Advance and asks you to confirm; Lost is in the board card's ⋯ menu and asks for a reason. Both land in Closed, where Reopen brings either back.
Steps
- To win, press Advance when the next stage is the won stage, or drag the card onto the won column of the board. The screen asks "Mark [deal] as won?" - the value is recorded as won, dated today.
- Press "Mark it won". The deal leaves Today, the board's open columns and the Forecast, and counts toward Closed won and quota.
- To lose, open the Pipeline board, press ⋯ on the card and choose "Mark lost". Cards in the won column have no menu.
- Say why. The chips (Price, Timing, Lost to competitor, No decision, Not a fit, Requirement gap) only fill the box - your own words are fine. "Anything worth remembering" is optional.
- Press "Mark it lost". It leaves the board and the forecast today.
- Find it under Closed in the sidebar. Press Reopen if it comes back to life.
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