Closed deals, lost deals, and when not to delete

A finished deal is rarely one you should delete. Deletion is permanent in Teamopipe, and a closed deal is the most useful history you have — it's what your win rate, won revenue and sales cycle are calculated from.

Mark the outcome with Status

Every deal carries a Status of Active, Won or Lost. When a deal finishes, set its Status rather than dragging it into a “Won” column or deleting it. Status is separate from the stage: a won deal keeps the stage it closed from, which is exactly what makes loss and win patterns readable later. When you mark a deal Lost you'll also be asked for a Lost reason.

The date you set it is the deal's close date, and that's what puts it into a period in Won, Lost and win rate. A finished deal left as Active is invisible to all of those numbers.

When to actually delete

Delete only when the record shouldn't exist at all: test deals, duplicates, spam leads, or a deal created from the wrong email thread. Real history is worth keeping — see deleting deals and keeping your pipeline clean.

A note on the Free plan limit

The Free plan caps you at 25 deals. Clearing out test records helps, but deleting genuine sales history to save space costs you every report that depends on it. If you're actively managing more than 25 real opportunities, upgrading is the cheaper trade — see the plan comparison.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.