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How do you mark a deal as Won/Lost in the CRM? Why do I have to do this?
How do you mark a deal as Won/Lost in the CRM? Why do I have to do this?

Won/Lost deals in CRM

Updated over 4 years ago

Click into the Contact Record โ€“ you should automatically be directed to the Deals tab. Edit the Deal, click Status and select Won or Lost. This is important to keep your opportunities organized and management apprised of the current state of that opportunity.ย 

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