Mark a lead as won or lost

When a customer says yes, mark the lead as won. When the deal is gone, mark it as lost and say why. This keeps your open list clean and makes your reports correct.

From the lead page

1. 1Step 1: Open the lead.
2. 2Step 2: On a phone, tap ··· at the top right, then Mark as won or Mark as lost. On a computer, click the green Won or red Lost button at the top.
3. 3Step 3: For Lost, choose a reason: Budget too high, Went with a competitor, Not responding, or Something else and write what happened. Then tap Mark as lost.
4. 4Step 4: Tap Undo in the message within 10 seconds if you made a mistake. The old stage, follow-up and lost reason come back.

You can also tap the stage button near the top of the lead on a phone and choose the Won or Lost stage. On the pipeline board, drag the card to the Won or Lost column. When you log a call as Not interested on an open lead, it is marked as lost by itself, with the reason "Not interested". A lead that is already won or lost stays as it is.

What happens next

• The lead shows a Won or Lost label, and the lost reason is shown on the lead and on its card.
• Its follow-up is removed, so it no longer appears in Today.
• It leaves the open views. Find won leads in the Won in view on the Leads screen (this month only), or choose All leads and filter by stage.
• On the board, Won and Lost columns show only this month's leads.

Reopen a lead

Open the lead and tap Reopen (on a phone it is under ···). The lead goes back to the stage it was in before it was won or lost, and gets a Follow up due now, so it shows on Today. Moving it to any open stage yourself, on the lead page or the board, also gives it a follow-up due now. Change the follow-up if you want a different time.