Deal won -> Lead "closed_won" auto-sync

In one sentence

When a Deal transitions to won in Metrikia, the linked Lead is automatically transitioned to closed_won: regardless of the source (HubSpot sync, Stripe Checkout, AI import, manual edit).

Why it matters

The Lead status is the source of truth for:

• The conversion funnel on /app/dashboard
• The closing rate KPI (% lead -> deal)
• Filtered lists in /app/crm (Closing view, Active view)
• Multi-touch attribution eligibility

If a Deal is won but the Lead stays appointment_booked or deal_pending, KPIs become inconsistent and Metrikia raises a data-quality warning.

What happens automatically

What Metrikia does NOT do

• Does NOT downgrade a closed_won Lead when the Deal is later reopen-ed (rare business case; handle manually).
• Does NOT touch orphan Leads (Deal without a linked Lead). A warning is logged.

Verify

1. Open the Deal at /app/closing/deals
2. Click "Mark won"
3. Navigate to the linked Lead in /app/crm
4. The status shows "Won" in green right after the refresh (TanStack Query refetch on focus, 60s cache).

If something looks off

• Lead keeps its old status despite a won Deal: refresh the page (TanStack cache expires after 60s), or check Sentry for a DealWonEvent received but lead not found warning (orphan Deal).
• You need to fix pre-existing historical drift: contact support: an SQL backfill is available on the admin side.

Going further

The rule does NOT cascade in reverse: if you set a Lead manually to closed_won without a Deal, Metrikia does NOT create a synthetic Deal. You must create the Deal explicitly.

Technical reference

This sync is automatic: as soon as a deal becomes won, the matching lead status follows immediately.