Deals · How-to
Win or lose a deal, and reopen it
Close a deal as won or lost, keep a one-line reason for a loss, and bring a deal back if the work comes alive again.
Know what closes a deal
Every stage is marked “Open”, “Won” or “Lost” in Settings › Pipelines. A deal in a won or lost stage is closed: its status changes and the date it closed is recorded.
Mark a deal won
Move it to a won stage, on the board or with the stage menu on its page. Its status becomes “Won”, and its owner gets a notification that opens the deal, unless they moved it themselves.
Mark a deal lost, with a reason
Move it to a lost stage, on the board or from its page. When Setvos asks “Why was it lost?”, type a line and press “Save reason”. The reason stays on the deal’s page for whoever reads it next.
Reopen a deal
Move it back to an open stage. It is open again, the date it closed is cleared and the lost reason is removed, so an old reason does not follow it.
Find closed deals later
On Deals, choose “List” and pick “Won” or “Lost” in the status menu.
Common questions
- Can I change a lost reason later?
Yes. On the deal’s page, under the reason in “Details”, press “Change the reason” — or “Add a reason” if none was given — type it and press “Save reason”. The deal stays lost and the date it closed does not move. You need permission to edit deals.
- Where do the suggested reasons come from?
From your own deals: the reasons typed for deals lost in the last twelve months, the most used first. Press one to fill in the line, or type a new one. A new workspace has none yet, so it sees only the field.
- How do I mark a deal lost on the phone?
Move it into a lost stage, on the board or with the stage chips. The app asks “Why was it lost?”: pick a reason used before or type one, then “Save reason”, or “Not now”. The reason is counted under Lost reasons, which ⋯ in Deals opens. Moving a lost deal from one lost stage to another does not ask again.
Read next
Move deals across the board
Drag deals from stage to stage, read what each stage is worth, switch between pipelines, and say why a deal was lost as you drop it.
Set up your pipelines and their stages
Rename, reorder, add and remove the stages your deals move through, decide which stages close a deal, and choose the default pipeline.
Search, filter and export deals in the list
See your deals as a table, find one by title or client, narrow the list by status, pipeline or your own fields, and download it as a spreadsheet.
Create and send an invoice
Make a draft invoice from your products or typed lines, check it, and email it to the customer as a PDF.
More in Deals
Open in Setvos
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