4.7. Managing lost opportunities

It is a typical scene that while working with any of your chances/opportunities, you may lose some of them. However, you need to monitor the reasons why you lost them. Kiu CRM can help you in recuperating them later on.

Mark a lead as lost

While in your pipeline, select any opportunity you need and you will see a Mark Lost button.

You would then be able to choose a current Lost Reason or make another one in that spot.

Retrieving Lost Opportunities

In order to retrieve your lost opportunities and conduct certain actions on them (send an email, make a feedback call, etc.), go to the Lost filter in the search bar.

There you can see all the lost opportunities. Add a filter on the Lost Reason to refine them.

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