Mark leads as lost or junk
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Remove unsuitable leads from the active pipeline without immediately deleting their history.
Where to goLead → More actions
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this guide helps you do
Remove unsuitable leads from the active pipeline without immediately deleting their history. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Start from Lead → More actions and open the relevant record or view.
- Verify that the record is in the correct status and that you have permission to perform the action.
- Check the related customer, dates, amounts, recipients and attachments before continuing.
- Select the action described by “Mark leads as lost or junk” and complete the displayed options.
- Preview client-facing content or the resulting document where Pixie CRM provides a preview.
- Verify the action and wait for the success message before leaving the page.
- Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.
Settings to check
Name and companyCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Email and telephoneCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Source and statusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Assigned staffCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Estimated valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Tags and descriptionCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Checks before you finish
- Capture source consistently.
- Set the correct owner.
- Record meaningful next steps in notes or reminders.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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