For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/lost-opportunity.md.
  • English

      • Mark an opportunity as lost

      Open the opportunity's menu, choose Mark as lost and give a Loss reason — without that reason the opportunity is not closed.

      Before you start

      • Workspace role: Owner, Admin, Editor or Attendant. Owner and Admin can mark any opportunity; Editor and Attendant can only mark the ones assigned to them.
      • The Loss reason is required. An opportunity cannot be marked as lost without it.

      Steps

      1. In the pipeline, open the options menu (⋮) on the opportunity card and click Mark as lost. You can also open the opportunity and use the Mark as lost button, or drag the card to the lost stage on the Kanban.
      2. In the Loss reason window, pick a reason from the list or type a new one. This field is required.
      3. Optionally add a note with more detail.
      4. Confirm with Mark as lost.

      A typed reason is limited to 500 characters. When the pipeline does not restrict reasons, a new one is saved to that pipeline's list automatically so you can reuse it. If the pipeline only accepts predefined reasons, free text is rejected.

      To undo, use Reopen opportunity from the card menu. The reason stays recorded in the activity history.

      If it didn't work

      • Mark as lost is missing or returns a permission error → check your role in no permission.
      • The reason is rejected because the pipeline only accepts predefined reasons, or the required reason is missing → see the error codes (Portuguese).
      • The opportunity is not visible for you to mark → Editor and Attendant only see cards assigned to them; see attendant assignment.