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Deals · Video and guide · 1 min read · WhatsApp Web

Close a deal as lost

You close a deal that fell through, with the reason, and start the next one. Use it so your team can see why deals are lost.

Available on paid plans.

Can't play it here? Watch it on YouTube

Steps

  1. 1

    Click Lost on the deal.

  2. 2

    Under Why was it lost?, pick one of your reasons or write your own.

    A reason is required.

  3. 3

    Click Mark lost.

    The deal stays in the contact's history with no value counted.

  4. 4

    Click + Create deal, give it a Name and Value, and click Create deal to start the next one.

Progress is saved in this browser only.

Questions

How do I mark a deal lost?

Click Lost on the deal. Under Why was it lost? pick one of your reasons or write your own; a reason is required. Click Mark lost; the deal stays in the contact's history with no value counted. Click + Create deal to start the next one.

Where do a deal's lost reasons come from?

Deal lost reasons are your own list in Settings, then Lost Reasons. An owner or admin can change it.

Can I open a new deal on the same lead after one is lost?

Yes. Once the lost deal is closed, Create deal is back for the next one.

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