Mark as lost

Lite+

Closes out an opportunity you didn’t win, with a reason, so your pipeline and win/loss reporting stay honest.

When to use

The customer went elsewhere, the project was cancelled, or the quote lapsed.

Step by step

An open opportunity (open it) — 1. Open the opportunity you didn't win.

Lost Opportunity (toolbar button) — 2. Choose Lost Opportunity to close it out.

Lost Reason (combobox, popup) — 3. Pick why it was lost — this feeds your win/loss reporting, so be accurate.

OK (popup button) — 4. Confirm to close the opportunity and remove it from your open pipeline.

Last updated on July 8, 2026

Follow up Overview