Changing the Status of a Deal

Changing the status of a deal is an important aspect of managing a sales system. It provides valuable information on the current state of a deal and helps you prioritize efforts.

Changing the Status of a Deal:

• Go to CRM on the Navigation Menu.

• Select Deals from the expanded menu.
• On the Deals page, click the three vertical dots on a Deal to reveal the Show, Edit, and Delete options.
• Select Show to view the Deal details page.
• On the details page, mark the status of a deal as Won, Lost, or Trash by using the Reaction icons .

You can always reopen a deal after marking it as Won or Lost.