Record the known outcome and keep estimated values distinct from payments.
Record what happened
Open the lead, review its history and record won or lost only when the outcome is known. Include a useful loss reason when available. Do not mark a lead won just to remove it from the queue.
Keep value and money received separate
Booked value is the estimated value of scheduled work. A booking does not mean the work is completed or paid.
Won value is an estimated outcome recorded for a lead. Completed work is tracked separately through booking status. Neither proves that payment was collected. Use your accounting records to confirm collected revenue.
Value at risk and lost value are estimates for opportunities, not invoices, debt or guaranteed future revenue. Compare the same period and filters before comparing totals.
Correct an outcome
Owner, Manager and Front Desk can manage operational outcomes. If circumstances change, use the available reopen action and update the next step. Check the related booking separately; changing a lead outcome is not proof of booking completion or payment.
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