Win or lose a deal
Close a deal by moving it to a Won or Lost stage.
Updated 23 September 2026
Drag the deal into a Won or Lost stage on the board, or change its Stage in the deal’s edit window. The close date is set when it enters a Won or Lost stage.
To reopen a deal, move it back to an Open stage. The close date is cleared, and the timeline records that it was reopened.
Tip. The Opportunity won and Opportunity lost triggers can start a workflow, for example an onboarding email or a win-back sequence.
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