How to handle closed or lost deals?

One of the biggest benefits of Streak CRM is you have a lot of flexibility as a user on how you organize your Pipelines and Boxes.

When you close a deal or lose a deal, it's up to you to determine the process of how those deals are handled. Assuming one Box = one deal, you have a few options:

  • Create a "Stage" called "Won" or "Lost" and move all of the won or lost deals to this stage.
  • Duplicate your Pipeline and create a new Pipeline to serve as the archive. Example: Duplicate your "Sales" Pipeline and call it "Sales Archive". Then move all Boxes you no longer want in the "Sales" Pipeline to the "Sales Archive".
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