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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

  1. 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.
  2. Press "Mark it won". The deal leaves Today, the board's open columns and the Forecast, and counts toward Closed won and quota.
  3. To lose, open the Pipeline board, press ⋯ on the card and choose "Mark lost". Cards in the won column have no menu.
  4. 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.
  5. Press "Mark it lost". It leaves the board and the forecast today.
  6. Find it under Closed in the sidebar. Press Reopen if it comes back to life.
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