deals_mark_as_lost
Mark a deal as lost and optionally record the reason to track pipeline loss patterns and improve sales processes.
Instructions
Mark a deal as lost.
Updates the deal status to "lost" and optionally records the reason why the deal was lost.
Workflow tips:
Automatically moves deal to lost stage
Lost reason helps track why deals fail
Triggers lost deal notifications and automations
Use for pipeline health and loss analysis
More convenient than using deals/update with status field
Lost reason is important for improving sales process
Common use cases:
Mark deal as lost: { "id": 123 }
Mark with reason: { "id": 123, "lost_reason": "Competitor pricing" }
Common lost reasons: "No budget", "Chose competitor", "Timing not right", "No response"
Track loss patterns for improvement
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the deal to mark as lost | |
| lost_reason | No | Reason why the deal was lost |