Outcomes describe what happened with a lead after you acted on it. They appear in History and on lead timelines.
Lead Outcomes
Slokoto tracks four outcome states. Two are terminal (the lead leaves active workflow) and two are active (the lead stays in your queue).
Terminal Outcomes
When a lead reaches one of these, it moves to History:
Won
The deal closed successfully. The lead converted into a customer.
- Set automatically when a lead moves to a "Won" pipeline stage
- Appears in History with a green badge
- Contributes to your ROI and performance metrics
Lost
The deal did not close. Slokoto records a reason so your team can spot patterns:
- No Budget / Too Expensive — they couldn't afford it
- Chose a Competitor — they went with someone else
- Bad Timing / Not Ready Yet — interested but not now
- No Need / Not a Fit — the product wasn't right for them
- No Response / Ghosted — they stopped replying after outreach (set automatically when automation exhausts all follow-up steps)
- Other — custom reason
Lost is set when you dismiss a todo as "Not relevant," when a lead moves to a "Lost" pipeline stage, or automatically when an automation sequence completes without a reply. Lost leads can come back — if they send a new inbound message, Slokoto detects it and reopens the lead in your pipeline.
Active Outcomes
These leads remain in Todo, Upcoming, or Pipeline:
In Progress
The deal is moving forward normally. You completed your action, a next step exists, and no immediate risk is detected. Slokoto is monitoring and will alert you when needed.
Need Attention
Something requires your response. A follow-up may be overdue, a question went unanswered, or a risk signal was detected. This lead will appear in your Todo.
How You Complete a Todo
When you finish working on a todo, you choose one of three paths:
Done (Next step scheduled / Waiting on customer)
You took action and the deal is moving forward.
- A follow-up is automatically created in Upcoming with AI-determined timing
- The lead stays active - Slokoto keeps monitoring for new signals
- If the lead had multiple assignees, ownership narrows to you
Snooze
You want to revisit this later but it is not urgent right now.
- The todo moves to Upcoming (Future Tasks)
- The lead stays active
- The todo will resurface on the scheduled date
Dismiss (Not relevant)
This lead is not worth pursuing.
- You select a lost reason from the list
- The lead outcome is set to Lost
- The lead moves to the Archive and is excluded from future AI processing
Where Outcomes Appear
| Location | What you see |
|---|---|
| History | All leads with terminal outcomes (Won, Lost), filterable by outcome and lost reason |
| Lead timeline | Each completed todo shows what action was taken and the resulting outcome |
| Dashboard | Aggregated outcome metrics, lost reason breakdown, and trends |
Key Points
- Active leads stay in Todo and Upcoming — they do not appear in History
- Only terminal outcomes reach History — Won and Lost
- Pipeline stage changes can set outcomes automatically — moving a lead to a Won or Lost stage updates its outcome and cleans up pending todos
- Lost reasons matter — selecting an accurate reason helps your team learn from closed deals and spot trends (e.g. too many "no budget" losses might signal a pricing problem)
- Lost leads can come back — if a previously lost lead sends a new inbound message, Slokoto detects it and reopens the lead in your pipeline
- Trash is not Lost — Trash is for spam, vendors, and duplicates that were never real leads. Lost is for real deals that didn't close. See Lead Lifecycle for details
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