How to mark an opportunity as won, lost or abandoned

Step by step

Change the status in the opportunity

1. In the left menu, click Opportunities and choose the pipeline at the top.
2. Find the opportunity (use search or filters if needed) and click the card to open it.
3. In the Status field, choose:
   • Won, if the customer bought or signed;
   • Lost, if the customer didn't go ahead or picked another company;
   • Abandoned, if there will be no more follow-up.
4. If you chose Lost, select the Lost reason.
5. Click Save.

Drag onto the status

1. In the Opportunities board view, click the card and start dragging it.
2. Status drop zones (won, lost, abandoned) appear at the bottom of the screen.
3. Drop the card on the status you want. The card's status is updated.

Change the status with an automation

1. In Automation › Workflows, open or create a workflow.
2. Choose the trigger that should change the status (for example, invoice paid, contract signed or form submitted).
3. Add the Create/Update opportunity action, choose the pipeline and stage, and set the Status you want.
4. Save the action and save the workflow.