Mark a deal as lost

Not every deal is won. Mark it as lost with a short reason: it keeps your pipeline honest, and the reasons show you what to fix (price, speed, follow-up) to win the next one.

Steps

1. Open the deal from the Pipeline board.

   

2. Click Mark as lost on the left, under the deal's details.

   

3. Say why. Type a reason or pick one of the suggestions, such as Too expensive or Went with a competitor. Click Mark as lost.

   

4. Check the reasons. The CRM Overview shows Why deals are lost, with the most common reasons on top.

   

Tip Use the same words for the same reason, so they add up on the overview.

Good to know

• A lost deal leaves the board. Find it with the Lost filter on the Pipeline tab.
• The customer came back? Open the deal and click Reopen.