Filtering Won & Lost Opportunities
In the new Pipeline, Won and Lost are no longer part of the Sales Stage. Instead, they live in a separate Opportunity Status field.
This change gives you more flexibility by decoupling deal progress (Sales Stage) from deal outcome (Status).
What changed?
Legacy Pipeline:
Won and Lost were treated as Sales Stages.New Pipeline:
Sales Stage = where the deal is in the process
Status = whether the deal is Open, Won, or Lost
This allows you to:
Track pipeline progression without closing a deal prematurely
Mark deals as Won or Lost without losing stage context
How to filter Won or Lost opportunities
At the top-left of the Opportunities page, you’ll see a Status filter dropdown.
Use this dropdown to quickly isolate:
Open Opportunities
My Opportunities
All Won
All Lost
All Opportunities
This makes it easy to focus on closed deals while still keeping Sales Stage available for reporting and analysis.
Editing an opportunity
When editing an opportunity, you’ll now see Status as its own field – separate from Sales Stage.
Set the Status to Won or Lost, and leave the Sales Stage unchanged if you want to preserve where the deal landed in your pipeline.