Won and Lost keep recovered revenue and missed revenue clear so operators can learn from outcomes without cluttering the active lead queue.
What the Won page is for
Won shows leads that turned into recovered revenue or a confirmed business outcome. Use it to understand which follow-up activity created value and which owners, services, or sources are converting.
What the Lost page is for
Lost shows closed-lost leads and the reasons revenue was missed. Use it to spot patterns such as slow response, no customer reply, service mismatch, price objections, or work that could still be recovered.
Why won and lost stay separate
- The active Leads Inbox stays focused on opportunities that still need action.
- Won revenue stays separate from missed or abandoned revenue.
- Loss reasons and recovery candidates stay visible for reporting and follow-up improvement.
Recovery candidates and retry
Some lost leads may still be worth another attempt. Recovery candidates help teams decide when a respectful retry follow-up is appropriate, especially when the lead was lost because of timing or no response rather than a firm refusal.
Safe workflow
- 1Review the lead history before changing an outcome.
- 2Mark won only when the business outcome is real.
- 3Mark lost with a clear reason when the opportunity is truly closed.
- 4Reopen a lost lead if the customer responds or the situation changes.
- 5Use retry follow-up only when consent and message purpose allow it.
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