Closing Deals¶
When a deal reaches its conclusion, you close it as either Won or Lost. Each outcome has different data requirements and triggers.
Closing Won¶
To close a deal as won:
You
Close the Acme Enterprise deal as won
Outsprint AI
Congratulations! "Acme Corp Enterprise" has been closed as won for $78,000. The actual close date is set to today.
When a deal is closed won:
- The deal moves to the Closed Won stage
- The actual close date is set (defaults to today)
- Probability is set to 100%
- A timeline entry records the win
- Won automations trigger (e.g., send congratulations email, create onboarding tasks)
Closing Lost¶
To close a deal as lost:
You
Close the Smith Corp deal as lost -- they chose a competitor
Outsprint AI
"Smith Corp Platform" has been closed as lost. Reason: Chose competitor.
When closing a deal as lost, you're asked for a lost reason. Available reasons:
| Reason | Description |
|---|---|
| Budget / Price too high | Too expensive for the prospect |
| Chose competitor | Went with another vendor |
| No decision / Timing | Prospect delayed or shelved the project |
| Lost contact / Ghosted | Prospect stopped responding |
| Product fit | Product didn't meet requirements |
| Internal priority change | Prospect's priorities shifted |
| Other | Free-text explanation |
When a deal is closed lost:
- The deal moves to the Closed Lost stage
- The actual close date is set
- Probability is set to 0%
- The lost reason is recorded
- A timeline entry records the loss
Reporting on Closed Deals¶
Lost reasons are reportable. Ask the AI:
You
Why did we lose deals last quarter?
Outsprint AI
Last quarter you closed 8 deals as lost. The top reasons were: Chose competitor (3), Budget (2), No decision (2), Product fit (1).
Pro Tip
Tracking lost reasons consistently helps you identify patterns and improve your sales process over time.