> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.
# Lost opportunities
Not all deals convert into sales. Keeping your pipeline accurate requires identifying and managing lost opportunities. Recording why deals are lost helps uncover patterns, improve team performance, and refine your sales strategy over time.
Not every deal in your pipeline will close successfully. To maintain a clean and reliable pipeline, it’s important to clearly identify *lost* opportunities. Understanding why deals are lost provides valuable insights, highlights recurring challenges, and helps improve your overall sales approach.
**Note**
**Merging lost opportunities** with active ones will reintroduce them into the pipeline.
## **Mark an opportunity as lost**
To mark an opportunity as lost, open the **CRM app**, then select the relevant opportunity from your pipeline by clicking its Kanban card. This opens the detailed view of the opportunity.
Next, click the **Lost** button located at the top of the record.
A **Mark Lost** dialog box will appear. Here you can:
- Choose a predefined reason from the **Lost Reason** dropdown
- Or create a new reason directly if none match your situation
You can also include additional details in the **Closing Note** field to provide more context.
**Tip**
Although the **Lost Reason** and **Closing Note** fields are optional, adding this information is highly recommended for better tracking, reporting, and future analysis.
Once all details are filled in, click **Mark as Lost** to confirm.
After confirmation, the opportunity will display a red **Lost** label in the top-right corner, indicating its status.
**Note**
If an opportunity is archived or inactive, you can mark it as lost by setting its **Probability** to `0%`.
## **Create or edit lost reasons**
To manage lost reasons, navigate to **CRM app ‣ Configuration ‣ Lost Reasons**.
- To update an existing reason, select it and edit the **Description** field
- To add a new reason, click **New** and enter the appropriate description
Maintaining accurate lost reasons ensures more meaningful reporting and analysis.
## **View lost opportunities**
To access lost opportunities:
1. Go to **CRM app ‣ Sales ‣ My Pipeline**
2. Clear any existing filters from the search bar
1. Click the filter dropdown icon next to the search bar
2. Under the **Filters** section, select **Lost**
Only opportunities marked as lost will now be displayed in the pipeline.
### **Filter opportunities by lost reason**
To analyze specific loss reasons:
1. Open the filter dropdown again
2. Click **Add Custom Filter**
3. In the first field, search and select `Lost Reason`
4. Choose the operator (e.g., **=**)
5. Select the desired reason
6. Click **Add**
**Tip**
To filter multiple reasons at once, use the **is in** operator and select multiple values.
## **Restore lost opportunities**
If a lost deal becomes relevant again, it can be restored easily.
1. Open the **CRM app** and navigate to your pipeline
2. Apply the **Lost** filter
**Tip**
Remove the **My Pipeline** filter if you want to see all records.
1. Open the opportunity you want to restore
2. Click **Restore**
This removes the lost status and returns the opportunity to the active pipeline.
### **Restore multiple opportunities**
To restore several opportunities at once:
1. Apply the **Lost** filter
2. Switch to list view using the list icon
3. Select the opportunities using checkboxes
4. Click the **Actions** dropdown
5. Choose **Unarchive**
Once restored, these opportunities will no longer appear under the lost filter.
## **Manage lost leads**
If the *Leads* feature is enabled, leads can be marked as lost in the same way as opportunities. Both use the same set of lost reasons.
**Note**
To enable leads, go to **CRM app ‣ Configuration ‣ Settings** and activate the **Leads** option. This will add a **Leads** menu to your navigation bar.
### **Mark a lead as lost**
1. Navigate to **CRM app ‣ Leads**
2. Open a lead record
3. Click **Lost**
In the pop-up window:
- Select or create a **Lost Reason**
- Optionally add details in the **Closing Note**
Click **Mark as Lost** to confirm.
### **Restore lost leads**
To restore a lead:
1. Go to **CRM app ‣ Leads**
2. Apply the **Lost** filter
3. Open the lead
4. Click **Restore**
This removes the lost label and reactivates the lead.
### **Restore multiple leads**
To restore multiple leads:
1. Apply the **Lost** filter in the Leads view
2. Select multiple leads using checkboxes
3. Click **Actions**
4. Choose **Unarchive**
After this, remove the filter to view the restored leads in your list.