How to Mark a Lead Lost with a Reason in LeadLocate

A lead does not go to Lost without a reason. The popup takes fifteen seconds and turns a dead deal into something a manager can read.

1. Open the lead

   Click Leads on the desktop CRM and find the lead, or tap it in the LeadLocate mobile app so the row expands. The status dropdown sits beside the status pill on the row.

2. Pick Lost

   Open the dropdown and choose Lost. Instead of changing the pill straight away, the CRM opens the Mark Lead As Lost popup. Closing the popup leaves the lead in its old status.

3. Choose the reason

   Open the Reason list, which starts at Select a reason..., and pick the one that fits: the credit, bought the same brand elsewhere, bought a different brand elsewhere, no agreement reached, out of market, no intent to buy, shopping out of area, Bad or No Contact Information, Test Lead, and the rest of the store's list. A reason is required.

4. Add a note

   Type one line in Custom comment (optional) on the desktop or Add a short note (optional) on the phone: the other store's payment, the trade payoff that killed it, the date they said to call back. The note is what makes the reason useful later.

5. Save

   Click Save & Mark Lost. The pill on the row changes to Lost, and the reason and the note are written to the lead's timeline as a note.

Any user who can open the lead can mark it lost, on the desktop CRM or in the mobile app, and nothing has to be turned on. The reason list is managed by the store's master administrator, so if a reason your store needs is missing, ask them to add it before the floor starts using the popup. The lost reason tracking page explains what the default reasons cover and why a lead is not allowed into Lost without one.

Decide first whether the lead is lost or bad. Lost is for a real customer who did not buy: they went elsewhere, the credit did not work, they changed their mind. A lead with a wrong number and a bouncing email, where nobody could be reached, is a bad lead, and it goes to the Quality Control team through the Report to QC pick on the same dropdown rather than to Lost. The Bad or No Contact Information reason exists for the case where the store chooses to close a lead out itself rather than report it.

After Save & Mark Lost, the popup closes and the row's status pill reads Lost. Open the lead and the timeline shows a note with the reason you picked and the comment you typed, stamped with your name and the time. The lead drops out of the working filters and shows under Lost when you filter the list by status, and the same reason shows on the lead in the mobile app.

A Follow Up Process can do the same job without a rep. A step in Follow Up Processes can be set to Move to Lost with reason with a Lost Reason chosen on the step, so a drip that ends with no reply closes the lead out with a reason such as no intent to buy. Reports then read the reasons whether a person or a process wrote them. The Follow Up Processes page shows how the steps are built.

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The lead is still in its old status. The popup was closed before Save & Mark Lost, or the Reason was left at Select a reason.... The CRM refuses a move to Lost without a reason, on the screen and on the server, so there is no way around the popup. Pick Lost again and complete it.

The reason you need is not in the list. The list is per store. Ask the master administrator to add it. Until then, pick the closest reason and put the real one in the comment so the history is still honest.

You marked the wrong lead lost. Open the lead, open the status dropdown and pick the status it should have. The lost note stays in the timeline as a record, which is fine; add a note saying it was marked in error so the next reader is not confused.

The customer came back. Change the status from Lost to wherever the conversation is now. Nothing about a lost lead is locked, and the earlier reason becomes useful context for the second attempt. The lost lead reactivation page covers working the Lost list on purpose.

Changing any other status is covered in its own guide, and reporting a bad lead has one too. The lead replacement review page explains what the Quality Control team does with a report and how the outcome shows on the lead. For reading the reasons across a month, the reports count leads by status and the lost reasons sit on each lead's timeline. Every guide for the CRM is in the Help Center, and the LeadLocate CRM page shows how statuses, follow ups and reports fit together.

Write the note. A reason of bought the same brand elsewhere tells a manager what happened; a note that says the other store was twenty a month lower on a longer term tells them what to do about it. Mark the lead lost the day you learn it, not at month end, so the calendar and the follow up steps stop working a customer who is gone. And read your own Lost list once a month; the reasons are the closest thing to a customer telling you why they left.

Can I mark a lead lost without a reason?

No. The Mark Lead As Lost popup requires a reason before Save & Mark Lost is accepted, and the server rejects a move to Lost that skips the popup. The comment is optional.

Where does the reason go?

It is written to the lead's timeline as a note with the comment, your name and the time, and it shows on the lead on the desktop and in the mobile app.

Who manages the list of reasons?

The store's master administrator. The defaults cover credit, bought elsewhere, no agreement, out of market, no intent to buy, bad contact information and test leads, among others.

Can a lost lead be reopened?

Yes. Change its status from Lost to wherever the conversation is now. The earlier reason stays in the timeline as context.

Lost reason tracking is part of every LeadLocate CRM plan, month to month. Schedule a live training session and a specialist walks your team through it on your own account.

Prefer to talk right now? Call or text 844-376-2274.