1 min read
Mark a deal as won
The deal is recorded as won.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open an open deal card.
Check the details and recorded value.
Click Won.
Check the deal status and pipeline totals.
Check your result
The deal is recorded as won.
What you need to know
- Won and Lost buttons are no longer displayed in the detail after closing the deal.