> 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="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FBkH5iDsgrzNDicsHohHr%2Fimage.png?alt=media&amp;token=ddf0e523-3ca3-4db9-b468-ec2b2a050449" 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="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FhYK3eM4eFhnzfEF7p5NS%2Fimage.png?alt=media&amp;token=73402453-7c24-4081-a034-7a778cfbad5c" 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="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FhzAC1bTRWLodNJVOtnzb%2Fimage.png?alt=media&amp;token=4b291c1f-c74d-4e26-9506-195279c72502" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FENKr9MOacezyvicwQbgO%2Fimage.png?alt=media&amp;token=d0f51f9f-1d25-4986-b194-3ecfa9cb4d90" 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="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrGeP8pR1fS7bKWr19MpX%2Fimage.png?alt=media&amp;token=3e76b59c-0298-490f-bcfb-0698630fa9d2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FPEqc3IvFJ8JjH6xPr1HD%2Fimage.png?alt=media&amp;token=6e3d09b9-1f08-495b-8a47-6dc616352668" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FzqLnDu4nBMRP0vcDnivv%2Fimage.png?alt=media&amp;token=3372c3e1-0283-414c-b9ca-1ac478af4394" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F615Xe2x7fAI9HWfcsW5O%2Fimage.png?alt=media&amp;token=189f689e-6b13-499b-9675-faf14d35b3c9" 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 %}