If you choose to mark a deal as lost, you state that the deal has not gone through for a specific reason. 

  • You can edit those reasons under Settings > Deals and Quotations > Preferences > Manage deal loss reasons
  • Lost deals are also taken into account in the statistics.

It's better to only delete a deal if you're sure that there has been a mistake. A deleted deal is not taken into account in the statistics. 


If you deleted a deal by mistake, you can still retrieve it using these instructions