Editing Deal as Won or Lost (section)

=== Step-by-Step Instructions ===

==== How to Mark a Deal as Won or Lost from a Contact Record ====
1. Click **Contacts** on the left menu.
2. Open the contact record that contains the deal you wish to update.
3. Click the **Deals** tab to view the associated deals.
4. Select the '''Deal Name''' you wish to mark as Won or Lost, which opens the Deal Record.
5. From the Deal Record, click the **Status** dropdown and select either '''Won''' or '''Lost.'''
6. Click **Save Changes** to confirm your selection.

==== How to Mark a Deal as Won or Lost from a Pipeline ====
To mark a deal as Won or Lost from a pipeline:
1. Click **Deals** on the left menu.
2. Select the appropriate pipeline containing the deal you wish to update and locate the deal.
3. To mark the deal as Won, click the deal and drag it to the top left corner of the pipeline page.
4. To mark the deal as Lost, click the deal and drag it to the top right of the pipeline page.

Alternatively:
1. Click the deal you wish to close.
2. Within the Deal Record, click the **Status** dropdown and select either '''Won''' or '''Lost.'''
3. Click **Save Changes** to apply your new status.

==== How to Mark a Deal as Won or Lost Using an Automation Action ====
You can also update the status of a deal using an automation:
1. Click **Automations** on the left menu.
2. Locate the automation you want to modify and click **Edit.**
3. Click the **CRM** option on the right and drag the **Update a status** action into your automation flow.
4. A modal will appear; click the first dropdown and select either '''Won''' to mark all deals as Won or '''Lost''' to mark them as Lost.
5. Use the **Affects** dropdown to choose which deals should be updated when contacts go through this action in your automation.
6. Select the relevant pipeline using the **Pipeline** dropdown.
7. Click **Save** to finalize your changes.

==== Using Third-Party Integrations to Mark a Deal as Won or Lost ====
Some third-party integrations, such as Zapier, facilitate the update of a deal’s status. To use Zapier:
1. Choose the **Update Deal** option for the ActiveCampaign action within Zapier.
2. In the "Edit Template" page, select the **Status** option to mark deals as either Won or Lost.

==== Marking a Deal as Won or Lost with the API ====
You can also use the ActiveCampaign API to programmatically mark a deal as Won or Lost. The following API calls are applicable:
- Use the [[https://www.activecampaign.com/api/example.php?call=deal_edit|deal_edit API call]] from v1 to update a deal’s status (1 for Won, 2 for Lost).
- Use the [[https://developers.activecampaign.com/reference#update-a-deal|Update a deal API]] in v3 to achieve the same functionality.