How to Mark a Lead Won or Lost

Summary

Overview: Close a lead when the deal is done or gone. Marking a lead Won or Lost tells Pippin the conversation is over and ends any follow-ups.

Prerequisites:

• You can open the lead. Sales Reps can open the leads assigned to them from the Leads page.

How Pippin Decides

1. Pippin does not reply to a lead marked Won or Lost. If the lead writes in again, the conversation shows "No automatic reply was sent because this lead is marked won or lost."
2. Marking a lead Won or Lost ends its follow-up sequence, and a Won or Lost lead can't start a new one.
3. You can still reply to the lead yourself from the Inbox.
4. When you mark a lead Won or Lost, Pippin reads the lead's latest message again for any attribute that has Detect on close switched on in AI Studio.
5. Pippin can also mark a lead Lost on its own, but only when the customer clearly says no: they are not interested, chose someone else, or asked you to stop. A customer who only puts things off ("not now", "maybe later") is not marked Lost.

Limits

• Won and Lost are not in the Status list of More Actions › Change status. Use the steps below.
• If you connected Bigin by Zoho or Monday.com, the new stage is sent to your CRM.
• A lost reason is optional and can be up to 500 characters.

Step-by-Step Instructions

Step 1: Mark Won or Lost from the lead's page

1. In the left menu, click Leads, then click the lead.
2. Click More Actions.
3. Click Mark Won or Mark Lost.
4. The dialog (Mark lead as Won? or Mark lead as Lost?) asks you to confirm, for example Mark "Ana Cruz" as Lost? This updates the lead's stage.
5. For Lost, you can type why in Reason (optional). The counter under the box shows how many of the 500 characters you used.
6. Click Mark Won or Mark Lost to confirm. Click Cancel to go back.
7. You see "Marked as Won" or "Marked as Lost", and you stay on the lead's page.

Step 2 (alternative): Drag the lead on the Leads board

1. On the Leads page, click the Kanban view button.
2. Drag the lead's card to the Won or Lost column.
3. The same dialog opens. For Lost, you can add a reason. Click Mark Won or Mark Lost to confirm, or Cancel to leave the card where it was.

Step 3: Reopen a closed lead

1. Open the lead, click More Actions, then click Change status.
2. In Status, choose an open stage, such as Qualified.
3. Click Save. Or drag the card out of Won or Lost on the board.

Verify It Worked

Success criteria:

• The progress line on the lead's page highlights Won or Lost.
• The lead appears in the Won or Lost column on the board.
• The Updates tab shows a line such as "<your name> changed status from Qualified to Won".
• If you gave a lost reason, it appears on the Updates tab as an update starting with Lost reason:.

Troubleshooting

Common errors

• "Couldn't update the lead. Please try again.": the change didn't save. On the lead's page the dialog stays open; on the board the card moves back. Fix: try again.

Limitations & considerations

• Reopening a lead doesn't restart its old follow-up sequence. Start one again from the lead's page if you need it.
• Marking a lead Won or Lost doesn't archive it. To move it out of your active lists, archive it too.

Next Steps & Related Resources

• Next steps:
  • How to Archive or Unarchive a Lead
• Related articles:
  • How to Edit a Lead or Change Its Stage
  • How Pippin Moves a Lead Through Stages
  • How to Use the Leads Table, Board and Filters

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026