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Carrot CRM – Mark an Opportunity as Dead

johnpatrick   Written by johnpatrick    Last updated on

When it is clear your Opportunity/lead will not result in a sale or any further activity you can mark it as Dead which will hide the Opportunity from your list. 

Locate your Opportunity

  1. Click Opportunities
  2. Search for or filter the Opportunity you’re looking for
  3. Click on the opportunity you wish to mark as dead

  1. Click Actions. This will bring up the Action Pipeline screen. 
  2. Proceed to Assign Next Action 
  3. Select Mark as dead in the select next action field
  4. Select a Dead Reason (And sub dead reason if there’s any)
  5. Click Complete Action

Dead Reasons
If the Opportunity is in the Qualification pipeline, Lead Dead Reasons will show up as the available reasons. If the Opportunity is in the Pursue pipeline, Opportunity Dead Reasons will be the default selection. Click here to learn more about Dead Reasons.

Revive a Dead Opportunity

If you mark an Opportunity as Dead at some point you can always go back and change the status to bring it back to life. 

  1. Go to Opportunities
  2. Click All Opportunities Pipeline arrow
  3. Click on the other pipelines aside from Dead
  4. Click on the three dot icon
  5. Select Change Status
  6. Select your desired new Status
  7. Assign the action and set a due date
  8. Click “Complete Status Change”