While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways KIU BMP can help you recover them in the future.

Mark a lead as lost

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

You can then select an existing Lost Reason or create a new one right there.

Manage & create lost reasons

You will find your Lost Reasons under Configuration ‣ Lost Reasons.

You can select & rename any of them as well as create a new one from there.

Retrieve lost opportunities

To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the Lost filter in the search bar.

You will then see all your lost opportunities.