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help.berchtold.ai/en/whats-new/2026-10-06-lost-reasons

Mark a lead as lost in one tap

Close out a dead lead with one-tap answers for why it was lost, and undo it if you tapped too fast.

Dead leads pile up when closing them out takes work. Now it takes one tap.

One-tap lost reasons

Mark a lead as lost and pick the reason from one-tap answers. The reason is recorded on the record, so your lost reports stay honest.

Undo

Tapped too fast? Undo it on the spot and the lead returns exactly as it was.

Mark a lead as lost in one tap · Berchtold Help