Within Teamwork CRM, an opportunity can be marked as lost when a contact has confirmed they no longer have an interest in progressing.

  1. Select Opportunities from Teamwork CRM's main navigation menu.
  2. Select a pipeline in the view's top left.
  3. Scroll to the stage containing the opportunity you want to update.
  4. Click and drag the opportunity to the Lost field at the top of the view. A menu with options to delete, move, mark as lost, mark as won appears as you drag an opportunity.

  5. Select a lost reason.
  6. Enter a description (optional).
  7. Click Save.

The opportunity is marked as lost and a Lost tag appears on the opportunity card in the pipeline.

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You can also mark an opportunity as lost when viewing the opportunity. Click the Lost button in the opportunity details view.

For more information, see: Editing an Opportunity