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Losing a deal
If the deal that you were bidding on is won by another company, you can set the status of the opportunity to Lost.
- Within the context of the opportunity, click Lost. The Progress Opportunity page is displayed.
- Complete the Status details and add a tracking note.
- Click Save. The opportunity is set to a stage of Deal lost and a status of Lost.
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You can enter information about competitors bidding on the deal, the actual winner of the deal, and the reasons why the deal was lost.
The Quick Sale Workflow and the Standard Opportunity Workflow include a deal lost rule.
See Also:
Progressing an opportunity
Running an opportunity report
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