Mark Deal as Won
Once a qualified lead results in a sale, you can mark the deal as Won to close it successfully.
Things to Keep in Mind
- Owners and Managers can mark any deal as Won.
- Deals are automatically marked as Won when a customer purchases the attached plan via the shared link, but you can also manually mark a deal as Won.
- Marking a deal as Won moves it to the Closed view.
How to Mark a Deal as Won
- Go to Leads: Navigate to Leads from your sidebar.
- Find the Deal: Locate the lead that is currently marked as Qualified.
- Update the Status: From the summary view, mark the deal as Won, and confirm changes.
Need More Help?
Contact our support team.
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