Rep and telecaller · 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.
Which plans have this: On Essentials and Intelligence.
Steps
- 01
Click Lost on the deal.
- 02
Under Why was it lost?, pick one of your reasons or write your own.
A reason is required.
- 03
Click Mark lost.
The deal stays in the contact's history with no value counted.
- 04
Click + Create deal, give it a Name and Value, and click Create deal to start the next one.
Other ways to do this
- Read your deals board (Dashboard)
Questions, answered
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.