Within Teamwork CRM, an opportunity can be marked as lost when a contact has confirmed they no longer have an interest in progressing.
- Select Opportunities from Teamwork CRM's main navigation menu.
- Select a pipeline in the view's top left.
- Scroll to the stage containing the opportunity you want to update.
- 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.
- Select a lost reason.
- Enter a description (optional).
- Click Save.
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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.
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For more information, see: Editing an Opportunity