How to mark a Deal as Won or Lost

The Deals CRM feature is available on the following plans:

  • Plus
  • Professional
  • Enterprise

As a best practice, we recommend updating the status of closed deals to Won or Lost. Only by changing the status of that deal does our software recognize that a deal is closed.

Correctly marking a deal as Won or Lost has a major impact on data available in the segment builder and in your Deals reports. These two parts of the platform are only as good and useful as the data made available to them.

In addition, updating the status of a deal is different from updating the stage that a deal is currently in—when you update the stage to a deal, you are only moving that deal to a different step in your sales process and the deals status will remain Open.

You can read more about stages here.

How to mark a Deal as Won or Lost from a Contact profile page

1. Go to the Contacts overview page by clicking the "Contacts" option located in the left side navigation menu.

2. Locate the contact with the deal you wish to update the status for, and click their name.

3. Click the "Deals" tab.

4. Click the Deal Name you wish to mark as Won or Lost.

5. Click the "Won" tab to mark the deal as Won or click the "Lost" tab to mark the deal as Lost.

How to mark a Deal as Won or Lost from a pipeline

To mark a deal as Won or Lost from a specific pipeline, follow these steps:

1. Go the Deals overview page by clicking the "Deals" option located in the left side navigation menu.

2. Select the pipeline containing the deal you wish to mark as either Won or Lost from the pipeline dropdown.

3. Locate the deal you wish to close.

4. To mark the Deal as Won, click the deal and drag it to the top left of the pipeline page.

5. To mark the Deal as Lost, click the deal and drag it to the top right of your pipeline page.

How to mark a Deal as Won or Lost using an automation action

You can update the status of a deal to Won or Lost with an "Update Status" action in an automation.

To learn how, follow these steps:

1. Go to the Automations overview page by clicking the "Automations" option located in the left side navigation menu.

2. Locate the automation that you want to add the "Update status" action to and click "Edit."

3. Locate the area in the automation where you want to add the "Update status" action and click the node.

4. Click the "CRM" option in the "Add New Action" modal.

5. Click the "Update status" action.

6. Select "Won" from the status dropdown to mark all deals as Won or  select "Lost" from the status dropdown to mark all deals as Lost.

You can only choose one status in this action.

7. Click the "Affects" dropdown to select which deals should be marked as Won or Lost when contacts encounter this action in your automation.

8. Click the "Pipeline" dropdown to select the pipeline that this action will affect.

9. Click "Save."

Using third party integrations to mark a Deal as Won or Lost

Some third party integrations, such as Zapier, can also update the status of a deal to Won or Lost.

If you wish to use Zapier to update the status of a deal, make sure to use the "Update Deal" option for your ActiveCampaign action in Zapier:

Then click the "Status" option on the "Edit Template" page in Zapier to mark deals as Won or Lost:

Marking a Deal as Won or Lost with the API

You can use either of the following two API calls to update the status of a deal to Won or Lost. You would want to do this if you are managing deals from your own custom interface.

deal_edit API call

This uses our current API v1.

This API call will update a deal in your ActiveCampaign account. You would pass 1 to the status field to mark the deal as Won, or pass 2 to the status field to mark the deal as Lost.

Update a deal API

This uses our new API v3 that is currently in beta.

This API call will also update a deal in your ActiveCampaign account. You would pass 1 to the status field to mark the deal as Won, or pass 2 to the status field to mark the deal as Lost.

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