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Winning and losing an opportunity

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Move the opportunity to Closed Won or Closed Lost. It leaves the open pipeline, keeps its closed date, and starts counting towards what your team actually achieved.

Losses are the more useful half

Wins tell you what worked once. Losses, recorded consistently, tell you where deals die — the stage they stall at, the competitor that keeps coming up, the price point that never clears. Write the reason in a note before you close it, while you still know.

DELETING A DEAL IS NOT LOSING IT
A deleted opportunity vanishes from every report, so your win rate silently improves and nobody can learn anything from it. Close deals lost. Delete only genuine mistakes — the duplicate, the one raised against the wrong account.

What a win should trigger

  • The account's lifecycle stage moves forward — by hand, or automatically if a trigger is set.
  • The sale, once it lands, can be linked back to the opportunity that won it.
  • A follow-up task: delivery, onboarding, or the conversation about the next one.

When a dead deal comes back

A closed opportunity can be re-opened. Do that when the same deal genuinely revives; raise a new one when it is a fresh piece of business, so the history of what was won and lost stays true.

Closed deals are hidden from the list by default. Turn on Show Closed to see them.