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CRM·Updated Oct 16, 2026

Win or lose a deal

Mark a deal won and start its project or invoice in one step, or mark it lost and record why, so your team can see what went wrong later.

When a deal is decided, move it to Won or Lost. Spodus then asks what comes next: for a win, whether to start the project or the invoice; for a loss, why it was lost.

Things to know

  • When a deal moves to Won or Lost, its Close date is set to today if it was empty or still in the future.
  • Won and lost deals leave the Pipeline view. They're listed in Won and lost, newest close date first.
  • When a quote linked to a deal is accepted, or an invoice made from a deal is paid, the deal moves to Won by itself. A deal that's already won or lost isn't changed.
  • The Start a project and invoice options show only when those modules are on, and you can open them.

Mark a deal won

  1. Move the deal to Won: drag its card on the Pipeline board, or open the deal, click its stage and pick Won.
  2. In the window that opens, tick what you want:
    • Start a project: named after the deal, with the deal's amount as its budget, linked to the deal and its company.
    • Send an invoice, or Invoice the quote if the deal has a quote: a draft invoice you check before sending.
  3. Click Start project, Make invoice or Do both.

If you start a project only, it opens so you can plan it. If you chose an invoice, the new invoice opens. Nothing is sent until you send it. See Send an invoice.

Click Not now to decide later. Spodus adds a task, "Kick off" and the deal's name, due tomorrow, for the deal's owner.

Until a project is started from it, a won deal's page shows Start project at the top.

Bill a deal at any time

  1. Open the deal.
  2. Click More (the ⋯ icon) at the top of the page.
  3. Click Convert to invoice.

A new invoice opens, filled from the deal's quote if it has one, or from the deal's amount. Nothing is saved until you create it.

Mark a deal lost

  1. Move the deal to Lost.
  2. In the Why was it lost? window, type the reason.
  3. Click Save, or click Skip.

The reason is saved in the deal's Lost reason field. Open the deal in the side panel and click Show all fields to see it.

Related

  • Your deal pipeline
  • Linked records
  • Run a client project
  • Quote to invoice
PreviousYour deal pipelineNextEmails on a record
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On this page

  • Things to know
  • Mark a deal won
  • Bill a deal at any time
  • Mark a deal lost
  • Related