Mark a lead as lost

Marking a lead as lost keeps your pipeline honest and shows you why people don't go ahead. You can reopen the lead later if things change.

Mark it lost

• Open the lead and click Mark As Lost.

• Choose a Reason from the list, or add a new one.

• Add Comments (optional) if the detail will help later.

• Confirm to close the lead.

Manage your reasons

Go to Setup, then Lead Lost Reasons. Click Add reason to create your own, drag to reorder, and use Edit or Delete on any row. Your reasons always come first in the list, ahead of a short set of built-in defaults, which can't be edited.

Review lost leads

In the list view, lost leads are tinted red and converted ones green, so you can scan outcomes quickly. Filter by Lead status to see only the lost ones, and use the reasons to spot patterns. Won leads go through Convert a lead into a patient.

Up next

Next, read Leads overview.