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Close an opportunity as won or lost

Record the outcome of a deal, and why you lost when you did, so your win rate and history stay accurate.

Pipeline & opportunitiesUpdated 2 min read
  1. Open the opportunity.
  2. Select Mark won, or Mark lost.
  3. If it was lost, say why, for example price, then select Confirm lost.

Won and lost deals leave the board but stay on the company, and count towards your win rate in Intelligence. An accepted quote can also move the opportunity to Won, when your quote settings say so.

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Work your pipeline

See every open opportunity by stage on the Pipeline board or as a list, and move deals forward.

Products and price lists

Keep your product catalogue and what each product costs per currency, with prices counted each, per hour, per day or as a fixed fee.

Price an opportunity from products

Build an opportunity's value from products, quantities and discounts, calculated by EVORIV instead of typed by hand.

Create, send and track a quote

Turn a priced opportunity into a quote, send it as a secure link, and see when the customer views, accepts or declines it.