Closed deals, lost deals, and when not to delete

A finished deal is rarely one you should delete. 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 Open, Won or Lost. When a deal finishes, click Won or Lost next to Status in the deal details instead of 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 Open 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.

If you deleted one by mistake

Deleted deals aren't gone for good. Open the pipeline's three-dot menu → Deleted deals and click Restore — see how to restore deleted deals.

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.