If you've marked a Lead as Lost Lead, or another custom "closed" status, but it still shows up in the standard All Open Leads view, this isn't a bug. Zoho CRM's own position on this is: "In Zoho CRM, you can create custom views to sort the leads. However, it is not possible to remove a lead from the All Open Leads view. Please create a custom view to group the closed leads."
Note: Zoho CRM treats the Lead Status field as informational rather than as something that marks a record open or closed behind the scenes. Whatever value you set, whether it's a default status or a custom one like Lost Lead or Junk Lead, the standard All Open Leads view is not filtered based on it. This has remained the case for some time, and is a common point of confusion for teams expecting Lost or Junk statuses to automatically drop out of that view.
The fix: build your own filtered views
- Create a genuinely "open" view. Build a custom List View, for example called Open Leads (Excluding Closed), with criteria that excludes any Lead Status values you treat as closed, such as Lost Lead or Junk Lead.
- Create a matching closed view. Build a second view, for example Closed Leads, with criteria that includes only those closed statuses, so you can still find and report on them separately.
- Point your team at the new view. Encourage reps to use your custom Open Leads view day to day, rather than the built-in All Open Leads view, which will keep showing every Lead regardless of status.
Need help? 1 Cloud Consultants can help you set up a clean set of Lead views, or explore automation options for keeping closed Leads out of your active pipeline reporting.
Book a discovery call with 1 Cloud Consultants.