❗️ Important
Please note that the Deals feature is still in beta.

In this article, we will explain how to update the status of your closed deals by marking them as Won or Lost, and how to filter them in Sendinblue CRM.

As a best practice, we recommend updating the status of your closed deals to Won or Lost to keep your CRM organized and your organization informed of the current state of your deals.

Mark a deal as won or lost
- From a deal details page
- From the Kanban view
Filter your won or lost deals

Good to know

Sendinblue CRM includes both a Won and a Lost deal stage in its default sales pipeline. To learn more about the default pipeline deal stages, read What are the default pipeline deal stages in CRM?.

Mark a deal as won or lost

From a deal details page

To mark a deal as won or lost from its details page:

Go to CRM > Deals
Open the deal you want to mark as won or lost
On the deal details page, click Actions
Select Mark as won or Mark as lost
Enter information about the deal closing:
- For won deals:
  - Closed won date: date when the deal was won
  - Total revenue: amount of income generated from the deal
  - Closed won reason (optional): any additional information that could be helpful to understand why the deal was won
- For lost deals:
  - Lost reason: select between Price was too high, Opted for a competitor, Junk lead, Not interested, or Client requirement not met
  - Additional comments (optional): any additional information that could be helpful to understand why the deal was lost

From the Kanban view

To mark a deal as won or lost from the Deals page - Kanban view:

Go to CRM > Deals
Select the Kanban view
Next to the deal you want to mark as won or lost, click the icon
Select Mark as won or Mark as lost
Enter information about the deal closing:
- For won deals:
  - Closed won date: date the deal was won
  - Total revenue: amount of income generated from the deal
  - Closed won reason (optional): any additional information that could be helpful to understand why the deal was won
- For lost deals:
  - Lost reason: select between Price was too high, Opted for a competitor, Junk lead, Not interested, or Client requirement not met
  - Additional comments (optional): any additional information that could be helpful to understand why the deal was lost

Filter your won or lost deals

Filtering your closed deals can be useful to analyze and learn more about why your deals were won or lost. Conducting a win/loss analysis of your closed deals can help you improve your sales process and win more deals in the future.

To filter your won or lost deals:

Go to CRM > Deals
Select one or several filters:
- Owner: select one or several deal owners
- Created date: select a specific date or a period of time
- Deal Stage: select Won or Lost

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

Mark a CRM deal as Won or Lost