Run a Call doesn't have a "Lost" status. The end-state for a dead lead is Inactive.
Why "Inactive" instead of "Lost"
The lead_status enum has five values: Lead, Prospect, Quoted, Customer, Inactive. Inactive covers both dead lead and lapsed customer with the same status — same row in reports, same column on the kanban.
This is by design. From the system's perspective, a lead who never bought and a customer who hasn't bought in three years are in the same state — not currently active. You can re-engage them by dragging back to Lead or Prospect.
Mark a lead Inactive
Three ways:
From the kanban
Drag the card to the Inactive column on the right.
From the customer profile
- Open the lead.
- Click the Lead status badge.
- Pick Inactive.
From lead actions
Right-click the card → Change status → Inactive.
Add a reason
Run a Call doesn't enforce a reason field, but it's worth adding one. Open the lead, + Note under Notes, and write "Going with a competitor — price too high." or whatever fits.
When you do this consistently, you can later filter on notes content (e.g. "price") to see your most common loss reasons.
What happens
| Effect | Detail |
|---|---|
| Status flip | lead_status: "inactive" — kanban moves the card to the Inactive column. |
| Reminders suppressed | The lead disappears from the active follow-up reminders. |
| History preserved | All calls, notes, equipment, etc. stay attached. |
Reactivating later
Drag the card from Inactive back to Lead or Prospect. This is supported in code — Inactive is the only column you can drag out of back toward the start.
Patterns worth tracking
The high-leverage move: tag leads with why they went inactive before moving them. Common tags:
- Price
- Wrong area
- No-show
- Competitor
- Tire-kicker
Now your Inactive column tells you why deals die — and what to fix.