> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-of-recording-won-or-lost-opportunities-in-the-sales-funnel.md).

# CRM - Automation of recording "Won" or "Lost" Opportunities in the Sales Funnel

<figure><img src="/files/52bd3af8740698645c017bc0dfe934e4e583bca6" alt=""><figcaption></figcaption></figure>

Inside the CRM, you can choose the desired funnel and stage. Next, we will create a **"Automation for the chosen stage".**

In this template below for **"Stages",** we set for **"Win Automation"** in the Stage of **Resolved** and for **"Loss Automation"** will be in the Stage of **Finished.**

<figure><img src="/files/586fc34325d3e2ff0e91e2a491acfe7952291291" alt=""><figcaption></figcaption></figure>

In the "Automation" and in the Stage of **"Resolved" (Win) or "Finished" (Loss),** we will click on the **"New automation for this stage".**

<figure><img src="/files/030b7592ef64a1414a21a6ce515774ed6f006cfe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/657bc6d3ed2cdb17dcff2ae0b243091aa27fa357" alt=""><figcaption></figcaption></figure>

By carrying out the procedure mentioned above, we will set up the automation.

{% hint style="warning" %}
Remember that in this Automation, it would not be necessary **"Trigger"** and **"Condition"**, only the **"Action".**
{% endhint %}

To  **"Win Automation"** or **" Loss Automation"**

We will add the **"Action"** of **" Change Opportunity Status"**

Now, we will choose between "Win" or "Loss", as well as the "Reason".

<figure><img src="/files/c417ec64fd45ea1bd3153e7018bb502becdba8fa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/02de9e77ca8bf9d6ae037d02cb326b7c460f41eb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6fe662b7dd6915b3493c0d88be37e985e148ec24" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/c20fe37f2709c007a20ea78f9cde296145a4f4cc" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
It is important to remember that after refreshing the screen, the opportunity status will be automatically applied as Win or Loss.
{% endhint %}


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