---
title: Record won and lost deals in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/record-won-and-lost-deals-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Opportunities & Pipelines"
---

# Record won and lost deals in Infinity3

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.