Once deals are completed, you can mark them as won or lost. This will affect the data available for segmentation and your deals reports.
Marking a deal as won/lost from the contact overview
Click on 'contacts' in the menu.
Find the contact with the deal you want to update and click on the name.
Click on the 'deals' tab.
Click on the name of the deal you want to mark.
Click 'won' or 'lost', depending on how you want to mark the deal.
Marking a deal as won/lost from a pipeline
Click on 'deals' in the menu.
Select the pipeline where the deal is located in the dropdown menu at the top left.
Click on the deal you want to mark and select it to the 'won' or 'lost' field above the pipeline.
Marking a deal as won/lost from an automation
Click on 'automations' in the menu.
Choose the automation in which you want to add the status update action and click on 'edit'.
Click on the plus sign where you want to add the action and select 'update work status' in the CRM section.
Choose 'won' or 'lost' for 'select a new deal status'.
Click on the 'affected' dropdown to indicate which deals should receive a status change when contacts reach this step in the automation.
In the 'pipeline' dropdown, choose which pipeline this action will affect.
Click 'save'.
Marking a deal as won/lost from external integrations
Some external integrations, such as Zapier, can also update the status of a deal.
If you want to do this with Zapier, fill in the following details when creating a Zap:
Under ActiveCampaign actions, select 'update deal'.
On the 'edit template' page, you can then specify the update you want under 'status'.
Marking a deal as won/lost from the API
You can use the following API calls to mark a status as won or lost:
deal_edit API call
This uses the current API v1. With this API call, you can update a deal in your MailBlue account. Use 1 in the status field to mark a deal as won, 2 as lost.
update a deal API
This uses the new API v3 (beta). Use 1 in the status field to mark a deal as won, 2 as lost.