Mark a CRM deal as Won or Lost

❗️ Important
Please note that the Deals feature is still in beta. We can activate it on demand for your account.

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.

Good to know

Mark a deal as won or lost

From a deal details page

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

  1. Go to CRM > Deals
  2. Open the deal you want to mark as won or lost
  3. On the deal details page, click Actions
  4. Select Mark as won or Mark as lost
    mark_won_lost_EN.png
  5. Enter information about the deal closing:
    • For won deals:
      mark_won_EN.png
      • 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:
      mark_lost_EN.png
      • 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:

  1. Go to CRM Deals
  2. Select the Kanban view Kanban_view_EN.jpg
  3. Next to the deal you want to mark as won or lost, click the three_dots_icon.png icon
  4. Select Mark as won or Mark as lost
    kanban_mark_won_lost_EN.png
  5. Enter information about the deal closing:
    • For won deals:
      mark_won_EN.png
      • 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:
      mark_lost_EN.png
      • 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:

  1. Go to CRM > Deals
  2. 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
      filter_won_lost_deals_EN.png

⏩ 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.