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How to add lost reason for a lost deal from mobile app?

  1. Tap on Deals screen > Select pipeline.

  2. Select the deal that you want to close as a lost deal.

  3. In the deal detail screen, tap on the Lost button (Red color).




  4. Select a reason from Select Reason dropdown.

  5. If no suitable lost reason, you can enter the reason in the remarks section. 

  6. Tap on the red tick at the top right corner of the screen to save the action.


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