Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone,
I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.”
The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active in our internal workflows for up to 6 months post-sale. So while the deal is technically won, the work is far from done.
So far, I’ve been keeping those deals open just to retain visibility and manage the follow-up — but that means they don’t appear in won reports until months later, which throws off our sales reporting and performance tracking.
It would be great to have a setting or workflow that lets a deal be marked as won (for reporting purposes), but still remain active in the pipeline for ongoing post-sale work.
Even having an option to distinguish between Won and Closed Won could help — where Won triggers reporting but the deal stays in view until manually closed out.
Anyone else facing this? I’d love to hear how others handle long aftercare periods while still keeping reporting accurate.
Answers
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Hi,
I have used a separate pipeline to separate the Sales from the Onboarding / Won customers support. Using automations to copy the won deal to the new pipe and leaving it open there. This separates the Sales Win / Loss side from the customer success side. We are a SaaS company and that sales vs won deals reporting is important. I have done similar with other CRM systems in the past using differing pipelines or differing deals / opportunity types.1
