Inbox & follow-ups·Beginner4 min read

Mark inquiries as won or lost

Close cases with an outcome and a deal value so Yesoma can show you real revenue impact.

In this guide

Close the case
Why bother
Reopen a case
Related

Closing a case with an outcome — won, lost, or no decision — is the small habit that powers everything Yesoma can tell you about your business. Five seconds per closed case, and you get real revenue impact, real win rate, and real follow-up ROI.

Close the case

On any inquiry, click Close case. The dialog asks two things:

Outcome

Pick one:

Won — the customer booked, paid, or said yes.
Lost — they went with someone else, ghosted, decided not to proceed.
No decision — closed for an administrative reason (duplicate, wrong fit, info-only).
Skip — close without recording an outcome (use sparingly; it weakens your metrics).

Reason (optional)

Pick a quick chip or type free text. For wins: Booked & paid, Customer ghosted (yes, a "won-then-ghosted" exists), or your own note. For losses: Price, Timing, Competitor, Ghosted, Other. The reasons feed your Insights tab so you can see why you're losing — and what to fix.

Deal value

If the case is won or lost, you can enter the deal value (e.g. $1,250). This is what powers Revenue Impact. The value is private to your workspace and never shared.

Why bother

Closing with an outcome turns Yesoma from "an inbox with AI" into a real business view. Without outcomes:

The dashboard can't show won revenue.
The follow-up engine can't tell you which follow-ups actually recovered money.
You can't see your win rate per channel, per category, or per teammate.

Five seconds per case. Worth it.

Reopen a case

If a customer comes back after you closed the case as lost or no decision, you can reopen it from the inquiry detail. The original outcome stays in the audit log; the inquiry returns to open so you can reply.