How is a deal marked as lost?

How is a deal marked as lost?

To move a deal to the Lost stage:

  1. Click the three ellipses in the top right of the screen and select Mark Deal as Lost.
  2. Select the appropriate Closure Reason from the dropdown menu (either Lost or Refused).
  3. If the deal is lost, select a specific reason from the Lost Reason dropdown menu.
  4. If the deal is refused, select a specific reason from the Refused Reason dropdown menu.
  5. Click the Mark as Unsuccessful button.

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