Getting deals out of a pipeline

Won, Lost, Parked, and Disqualified. Four honest ways to close a card so your pipeline tells the truth.

CRM Core
3 min read
deals
pipeline
hygiene

A pipeline is only useful if the cards in it are real. Every deal now has four ways out.

Won They bought. The card closes, the value counts, and any active prospecting engine or drip stops.

Lost They said no, or they went elsewhere. Record the reason. Lost reasons are the cheapest market research you will ever get.

Parked Right idea, wrong time. Set a wake up date and the card leaves your board completely, then comes back on that date with the history intact. Nothing is forgotten and nothing clogs the view.

Disqualified They were never a fit. Wrong sector, wrong size, no card payments at all. Take them out so your conversion rates mean something.

Why it matters A card sitting untouched for two months is not a deal, it is a decision you have not made. Use one of the four exits and your forecast becomes worth reading.

Related