Won and lost states help Cendaro show whether follow-up turned into booked revenue or where revenue leaked.
Use won when revenue is recovered
Mark a lead won when the business secured the customer opportunity, completed the booking path, or otherwise converted the lead into revenue.
Use lost with a reason
Mark a lead lost when the customer chose another provider, no longer needs the service, did not respond, or the business could not service the request.
A clear loss reason makes reporting useful and helps operators fix the weakest part of the workflow.
Avoid premature closure
- Do not mark a lead lost just because it has not been answered yet.
- Do not mark a lead won until the business outcome is real.
- Add a note if the decision depends on special context.
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