Deal Statuses Explained

Docs/Deals/Deal statuses explained
Deals

Deal statuses explained

Deal status shows where execution currently stands.

Common statuses can include:

  • Draft
  • Live
  • Waiting
  • Delivered
  • Completed
  • Rejected or Cancelled

Rejected deals

If a project is rejected before any raffle is expected, the tracker row should not remain Draft. It should be marked Rejected or Cancelled depending on the workspace setup.

Completed deals

Completed rows should be closed out so Dashboard, Pipeline, and reporting stay accurate.