Closing an opportunity: Won, Lost, and the celebration

Closing an opportunity (win or lose) is a drag on the board, not a form to fill out first. See "Working opportunities: pipelines, stages, and winning" for how the board, stages, and filters work day to day; this article is about the moment an opportunity actually closes.

On a computer, a Won zone and a Lost zone appear at the right edge of the board as soon as you pick up an opportunity card, and stay out of the way the rest of the time, so the board keeps its full width for your stages. On a phone they sit under the board. Dragging an opportunity card onto either one doesn't close anything by itself. It opens a confirmation dialog first, so a card you drop by mistake and then cancel changes nothing and never fires the celebration.

1. 1
   Drag the card

   Pick up an opportunity and drop it on the Won or Lost zone: at the right edge of the board on a computer, under the board on a phone.
2. 2
   Pick a reason

   A loss reason is required. You can't confirm a Lost close without one (Price too high, Went with competitor, No budget, No decision / stalled, Bad timing, Lost contact, Other). A win reason is offered too, but it's optional (Price / value, Relationship, Product fit, Timing, Referral, Other).
3. 3
   Add details if useful

   An optional free-text field lets you say more than the picklist covers.
4. 4
   Answer anything the stage asks

   Won and Lost can carry a checkpoint of their own. The questions your workspace wants answered before an opportunity is closed. When they do, they sit in this dialog under the reason. See "Checkpoints: stage questions, movement rules, and Current Sales OS".
5. 5
   On a loss, set a reminder if it's worth one

   The Lost path offers "Remind me about this later": 1 week, 1 month, 3, 6 or 12 months, or a date you pick, plus a note. It's covered below, and it starts unticked.
6. 6
   Confirm

   The opportunity is marked won or lost, moved to the matching terminal stage, and pushed to the matching opportunity in your PSA. If the write is refused, the dialog stays open with your reason still typed so nothing is lost.

Most losses are timing. Ticking "Remind me about this later" in the Lost dialog creates a to-do on your own list called "Follow up:" and the opportunity's name, linked to the company and to the opportunity, with the lost reason carried into its notes so you don't retype what you just typed. Add your own line to it as well when there's something specific to remember, like when their current agreement runs out.

It shows on My Day, rings the in-app bell at the reminder time, and syncs into your Microsoft To Do like every other Current to-do. The close is recorded whether or not you set one, and a reminder that can't be created says so rather than taking the close down with it. The lead funnel's Disqualify dialog offers the same thing, see "Website leads: intake forms, routing, and SLA timers".

Confirming a win bursts a small celebration right at the spot you dropped the card (a brief glow instead, if you have reduced motion on), and separately, the win gets announced. Current knows the difference between a genuinely new customer and an existing one buying more, so the announcement copy is type-aware rather than one generic line for everything:

Current figures out which kind it is from the opportunity's own type, wording in the opportunity name (a name with "renewal" in it is a renewal even if it also mentions hardware), whether it recognizes an existing relationship with that company, and hardware keywords in the name, falling back to a generic celebratory line if none of that gives a clear answer. The announcement is sized to the win. Its value is named whenever Current knows it, marked as monthly or one-time. A small order reads as one plain line with its value and who closed it, a mid-sized win gets a friendly line, and only a large win (2,000 a month or more, or 25,000 one-time or more, in US dollars and scaled to your workspace currency) gets the celebration with an emoji in your Teams channel. The bell title and the email subject never carry an emoji.

A win posts an in-app notification and an email (and a Teams channel message, if one is configured) to your tenant admins and your sales leaders (anyone with the Sales Manager role or the sales-manager flag) by default. Project managers and service managers no longer get the announcement; a won quote that is ready to become a project still rings their bell. If your workspace set its own audience in notification routing, that audience is kept. Whatever the routing says, the opportunity's own owner always gets their win bell too, so the person who closed it never misses their own win. The email follows each person's Won quotes email preference, and many won quotes arriving at once come as one summary email.

If the winning opportunity is tied to a Quoter quote and you can build projects, confirming the win offers a second step: launch the Win Quote wizard right there to turn the quote into a project. See "ScalePad Quoter: turn won quotes into projects and charges" for that flow.

The board only ever shows open-stage columns. Switch the Status menu to Won, Lost, or All and Current automatically swaps to a list view instead, since closed opportunities don't have a column to sit in. There's a Board/List toggle at the top of the page, beside the pipeline tabs, for switching manually too.

The list has its own Columns control, beside the Board/List toggle at the top of the page. Choose which columns you read, put them in the order you work in, keep the first one or two in view while the rest scroll sideways, and save the arrangement with your filters and sort under a name. It only lists the columns this list actually has: no Pipeline column inside a single pipeline, no Value column without permission to see opportunity amounts, and no Closed column until a won or lost opportunity is in view. The board has no columns to choose and no sort, so the control sits out while you're on it, your filters still save from either. Past a hundred rows the list pages rather than scrolling on forever, and Export CSV still writes every opportunity matching your filters, not just the page in front of you.

An opportunity can end up sitting on a won or lost stage while Current still counts it as open, usually because the system that created it set the stage and never set the status. Those opportunities inflate your open pipeline and they never reach a commission statement. Current never guesses a date to tidy one up: it closes an opportunity only when the real close date can be proven, and leaves the rest alone, because a guessed date would create commission in the wrong month.

The ones it left alone wait for you on Opportunity review, at /sales/opportunity-review. Sales leadership only, because closing an opportunity there writes commission. Each row shows the date Current believes is most likely and says where that date came from, so you can accept it or type the real one.

That queue emptied on 27 July 2026. A one-time close-out was planned and never ran: the everyday sync closed those opportunities instead, as it caught up with them. An opportunity a sync marks won without saying when still lands here rather than being guessed, so the page keeps working for the rare one that needs a person. Opportunity review is no longer listed in the Sales menu, because the queue is empty on a normal day: open the page directly when an opportunity needs working.

The rule underneath that is worth knowing on its own: commission only starts tracking when an opportunity is closed in Current. A close that comes from an import, a backfill or a one-off cleanup marks the opportunity won and fixes your pipeline, but it can never put money on a commission statement. A rep closing an opportunity in Current, or sales leadership closing one on Opportunity review, still pays exactly as it always did.

That rule covers the everyday syncs too. When an opportunity arrives already won from your HubSpot import, from the HubSpot two-way sync, or from an Autotask, ConnectWise or Halo opportunity, Current records that the close came from the sync and no commission is created for it. The opportunity still counts in your pipeline and your won-revenue reports; it simply pays nobody, because nobody won it here. Won quotes are the deliberate exception and always pay: a ScalePad or ConnectWise CPQ quote your rep built, sent and won is a win made in Current, exactly like closing an opportunity on the board.

The source is recorded only for the close the sync itself makes. If your team closed the opportunity in Current first, a later sync leaves it alone, and the rep's commission stays intact no matter how many times that opportunity syncs afterwards.

The second group used to be invisible. An opportunity with no close date is missing from every windowed report, and the review screen only listed opportunities that were still counted as open, so nobody could find them without asking an engineer. Both groups are on the screen now, titled and explained separately. The counts at the top cover your whole workspace, and the line above the list says how many of those your filters are showing.

Current used to close any opportunity that landed on a won or lost stage and stamp today as its close date. For an opportunity that really did close today, that is the right date. For an opportunity won back in March that only reaches the stage now, it is a commission line in the wrong month. So Current now closes only three kinds of opportunity: one your own team created and closed this month, a loss, or an opportunity that already carries a real close date. Everything else stays open and goes to Opportunity review for a person.