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Mark a deal as closed lost in CRM

Update the status of a deal to 'Closed Lost' in the CRM's Deals section to indicate that it is no longer active and manage your sales pipeline effectively.

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·4 steps·83 views·Published

Update the status of a deal to 'Closed Lost' in the CRM's Deals section to indicate that it is no longer active and manage your sales pipeline effectively.

Step-by-step Guide4 steps

  1. Click the CRM link

    This action will direct you to the Customer Relationship Management section, where you can manage customer interactions and data effectively.

    Click the CRM link
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  2. Click the Deals link

    This action will navigate you to the Deals section, where you can view, manage, and create sales opportunities within your account.

    Click the Deals link
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  3. Click the Closed Lost (DocuFast Sales Pipeline) option

    This action opens the details for the selected deal marked as 'Closed Lost' within the DocuFast Sales Pipeline, allowing you to view or manage related information.

    Click the Closed Lost (DocuFast Sales Pipeline) option
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  4. Click the Closed Lost option

    Select 'Closed Lost' from the deal stage dropdown to update the status of a deal. This action indicates that the deal is no longer active and has been marked as lost.

    Click the Closed Lost option
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