Marking deal states

You can mark deal states as Won/Lost/Abandon/Reopen based on the outcome of the deal.

If you are in Pipeline view

  1. Right click on the deal card
  2. Hover your mouse over Mark as
  3. Select a deal state

If you are in List view

  1. Tick the checkbox(s) beside the deal
  2. In the Actions button hover your mouse over Mark as
  3. Select a deal state