Mark Deal as Lost

Mark Deal as Lost

If a qualified lead doesn’t result in a sale, you can mark the deal as Lost to close it.

Things to Keep in Mind
  1. Owners and Managers can mark any deal as Lost.
  2. The lead must be in Qualified status to update it as Lost.
  3. You will need to select a reason from the predefined list or enter a custom reason.
How to Mark a Deal as Lost
  1. Go to Leads: Navigate to Leads from your sidebar.
  2. Find the Deal: Locate the lead currently marked as Qualified.
  3. Update the Status: Click on the three dot menu and mark thedeal as Lost.
  4. Choose a Reason: Pick a reason from the list or select Other to describe why this deal was lost.
  5. Click Confirm to close the deal.


Need More Help?
Contact our support team.