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How to drop an opportunity with a lost reason
Step 1: Open the Deals Listing
- Log into your OP account.
- Go to the Deals Listing (icon on the left menu).
- Click on any deals you wish to drop — this will open the Deal Details screen.
Step 2: Drop the Opportunity with a Lost Reason
- At the top-right of the Deal Details screen, click the Lost/Drop button.
- A Popup will appear — select the appropriate Lost Reason from the predefined list (Interested in Different Projects A, Interested in Different Projects B, Send to Hotleads Pipeline Booking Stage and lost reason).
- Click “Save” to confirm and apply the change.
