Link a deal from your CRM
If you have a CRM connected, you can link an existing synced deal to a competitor’s win/loss analysis instead of retyping it. Picking the deal from a searchable dropdown quietly creates the local win/loss record for you, pre-filled from your CRM. Any user can do this.
What you’ll do
Section titled “What you’ll do”- Open the competitor’s battlecard and go to the Win Loss Analysis tab.
- Start a linked record from your CRM.
- Set the outcome — Closed Won or Closed Lost.
- Search for and select the CRM account and deal.
- Confirm the reasons and save.
It takes a minute, and nothing is saved until you finish the form.
Before you start
Section titled “Before you start”- You need a CRM connected to your Playwise HQ account. If no CRM is connected, the link option won’t appear — use Record a won or lost deal instead.
- The deal must already have synced across from your CRM. For how syncing works, see How CRM sync works.
1. Open the Win Loss Analysis tab
Section titled “1. Open the Win Loss Analysis tab”- Open the battlecard for the competitor the deal was against.
- Click the Win Loss Analysis tab.
2. Start a linked record
Section titled “2. Start a linked record”Click Add at the top of the tab, then choose the option to link a CRM deal. (This option only shows when a CRM is connected.) The link dialog opens.
3. Set the outcome
Section titled “3. Set the outcome”At the top of the dialog, choose Closed Won or Closed Lost.
4. Find your CRM account and deal
Section titled “4. Find your CRM account and deal”Use the searchable dropdowns to find the account and the deal:
- Start typing the account or deal name. The dropdown searches across both your existing Playwise HQ records and your connected CRM, and CRM-sourced results are tagged with the platform they came from (for example, your CRM’s badge).
- Select the CRM deal you want. Behind the scenes, Playwise HQ creates a local copy of that account and deal the moment you pick it — you won’t see a separate confirmation step; the dropdown just closes and the fields fill in.
5. Confirm the reasons and save
Section titled “5. Confirm the reasons and save”If your admin has mapped win/loss fields from your CRM, the reasons and related fields pre-fill from the CRM values — so you’re often just checking them rather than starting from scratch. Adjust anything that needs it, confirm the competitor, and save the record.
The linked deal appears at the top of Recent deals and rolls into the won/lost summary, exactly like a manually recorded one.
Good to know
Section titled “Good to know”- Linking is a one-off pull of that deal into win/loss. It doesn’t set up an ongoing field-by-field sync of the record.
- Not seeing a deal you expect? It may not have synced yet, or it may sit outside the accounts your CRM shares with Playwise HQ. See How CRM sync works.
- What pre-fills depends on which win/loss fields your admin mapped.