CRM > Mark Pipeline as Lost

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.

MARK PIPELINE AS LOST

• Go to Pipelines > select pipeline from the list

• Click Show/hide pipeline card icon > go to Lost pipeline information 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 icon

  • Description: Enter lost description

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

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