How to win or lose a deal

A deal ends as Won or Lost. Won means the customer accepted the deal. Lost means the deal did not close. This guide shows how to mark a deal Won or Lost.

Steps

1. In the admin menu, click FlyCRM, then click Deals.
2. Open the deal that you want to close.
3. Find the Stage field near the top of the deal page.
4. Select Won to win the deal, or Lost to lose the deal.

FlyCRM changes the deal status. A won deal gets a probability of 100 percent. A lost deal gets a probability of 0 percent.

What changes

A won deal counts toward your won revenue. A lost deal drops out of the open pipeline. The Stage History panel records the change with the date and the person.

Reopen a deal

To reopen a closed deal, open the deal. In the Stage field, select an open stage, for example Proposal or Negotiation. The deal returns to the open pipeline.