How to mark an opportunity as lost, and what are the lost reasons
How to mark an opportunity as lost, and what are the lost reasons. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the opportunity from Pipeline.
- At the top choose a reason and press Mark lost.
Tip
The reasons are: Price, Project delayed, Lost to competitor, Project cancelled, Scope changed, No response, Credit issues and Other. The stage becomes Lost, the probability 0% and the close date today. Dragging a card to Lost also works but records No response if no reason was set. Declining the latest quote with a reason marks its opportunity as lost too.