1. Do one of these:
– On Pipeline (Board view), drag the prospect's card to the Lost column.
– On the prospect's page, set Stage to Lost.
2. The Mark [name] as lost form opens.
3. In Mark [name] as lost, choose Why was it lost?:
– Went with a competitor
– Price
– No interest
– No space
– Other
4. If you chose Went with a competitor, pick Which competitor?
5. Select Mark lost.
• A reason is required. You can't set Lost without one.
• Lost prospects stay in your CRM with their full history. Drag one back to an earlier stage if the deal comes back to life.