How to move, win, or lose a deal
Move the deal from one stage to another as the sale progresses, and mark it as won or lost once it's finished.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
The board only helps if it shows the truth. Moving the deal forward at each step keeps your sales forecast accurate, and marking it as won or lost closes out the month's numbers.
Where to find it in Cognizy
Step by step
- Step 1:
Open . The fastest way to move a deal is to drag the card to the new stage's column. Another way is to click the card to open the deal panel.
- Step 2:
In the panel, under Move to, choose the new stage. The card moves to that column right away.
- Step 3:
When the customer closes the deal, choose Won. The amount is added to Revenue, at the top of the board.
- Step 4:
If the sale doesn't go through, open the deal and choose Lost. It leaves the open stages and stops counting toward the forecast.
- Step 5:
Check the board: each deal is in the right column, and the numbers at the top already reflect the won sale.
How to know it worked
The won deal appears in the Won column and adds to Revenue. The lost one stays in the Lost column.
If something goes wrong
I marked the wrong stage.
Open the deal and choose the right stage under Move to. You can move a won or lost deal back to an open stage.
Next step
Log the deal's next activity so you don't forget to follow up.
Sign in with your Cognizy account to save your progress.
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