Closing a deal
A deal closes by being dropped, not by being filled in. Below the pipeline board sits a closing strip with two targets — Won and Lost — and each shows how many deals landed there this month.
Won
Drop the card on Won. There is no confirmation step, because an Undo appears immediately afterwards. That is the trade deliberately made: closing is one movement, and the safety net comes after rather than before.
Lost asks why
Dropping on Lost opens one short question — Why was this deal lost? — with a fixed set of reasons:
- Price too high
- Chose a competitor
- No budget
- Bad timing
- No response
- Other
A free-text note is optional beside it. The list is fixed on purpose: a reason you can count is worth more later than a sentence everyone phrases differently.
Where a closed deal goes
It leaves the Pipeline board, which only ever shows open deals, and lives in the List tab instead — that view includes everything won and lost. Filter by status to find it.
Reopening does not restore the stage
A closed deal can be reopened from its own panel. It returns to the first stage of the pipeline, not the stage it was in when it closed.
That is worth knowing before you reopen something that had reached late-stage negotiation: the deal comes back, its history is intact, but its position on the board does not survive the round trip. Move it forward again manually.
Example use cases
- Close a deal the moment the customer says yes, without leaving the board.
- Undo a drop you made on the wrong card, immediately, without an admin.
- Record that a deal went to a competitor, so the pattern is countable at quarter end.
- Find last month's lost deals and read the notes behind the reasons.
- Reopen a deal that came back to life, knowing you will need to move it up the board yourself.