Goal: keep the board clean without deleting history.

Steps:

  1. In Deals, drag the card onto Closed Lost (patient went elsewhere / went silent) or Postponed (timing issue, revisit later).
  2. Postponed deals are easy to revive — drag them back into an active stage when the patient returns.

Lost/postponed deals stay out of revenue but remain in analytics breakdowns, so you can see WHERE deals die.