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If the new business opportunity you have created as a pipeline is not going to progress, you will mark the pipeline as lost and include information with the reason for reporting purposes.

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MARK PIPELINE AS LOST

If the opportunity is not going to progress, you will want to mark the pipeline as lost and include information with the reason.

  • Go to Pipelines > select pipeline from the list > click Show/hide pipeline card (blue star) icon > go to Lost pipeline information (blue star) tab. Enter the following information:

    • *Reason: Select from the available options, i.e. Bad chemistry, Declined pitch, Lost to competitor, Price, other etc.

    • Competitor: Select from dropdown list or add new by clicking on the (blue star) icon.

    • Description: Enter lost description.

    • Lost: The pipeline will be marked ‘NOT ACTIVE’ once this is checked.

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