Infinity3 Help Centre

Update opportunity statuses when you know the outcome so your active pipeline and reports remain useful.

Understand the statuses

• Open: The deal is still being pursued.
• Won: The customer has agreed to proceed according to your team’s sales process.
• Lost: The deal did not go ahead.
• Abandoned: The opportunity is no longer being pursued and no further action is planned.

Update an outcome

1. Open Opportunities and select the pipeline.
2. Find and open the opportunity.
3. Change its Status to the appropriate outcome.
4. Review its value and other details.
5. Save the change.

Agree a consistent definition of Won, such as a signed agreement, so everyone records outcomes the same way.

Record why a deal was lost

Add a Lost Reason where available. Include useful context in the linked contact’s notes, such as “Customer chose another supplier because of delivery times”.

Find closed opportunities

Use the status filters in Opportunities to view Won, Lost or Abandoned records. Closed deals may be hidden from a view filtered to Open.

Things to know

• Marking a deal Won does not record or collect a payment by itself.
• Status changes can start configured automations.
• Recording an outcome preserves useful history without deleting the opportunity.

If you can’t find a closed deal, clear filters and check the pipeline and permissions.