Reason Lost

With Reason Lost, every time you mark a deal as Lost, you can select the reason for it. You can also include the breakdown of all the reasons for your team’s lost deals in your custom report. This way, you can identify the most common factors standing in the way of your sales success and adjust your strategy accordingly. 

In this article:
Enable Reason Lost
Log Reason Lost
Add/Edit Reason Lost values
Create Reason Lost report

    Enable Reason Lost

    1
    Go to your User Profile (top right) → Settings → Custom Fields  → Deal Fields.
    2
    In the Reason Lost section, tick Enable.

    Log Reason Lost 

    1
    Once you select a deal as lost, a popup will prompt you to select the Reason Lost → Click on Please select to open the dropdown    

    2

    Select one of the dropdown options → Save.

    Add/Edit Reason Lost values

    1
    In the Deal Fields, go to Reason Lost → Click on the pencil icon.

    2
    To add another option, select Add another dropdown item → Insert new reason.

    3
    Hit Save.

    Note: You can use the arrows to reorder and the X icon to delete dropdown values. 

    Create Reason Lost report

    1
    Go to your Activity PageCustom Reports → Click on Generate Report.

    2
    Click on the downward arrow beside Deals to open the Reason Lost section → Tick the reasons you would like displayed in your report. 

    3
    Hit Run.
    Note: In your Pipeline, you can sort your Deals List by Reason lost.


    NOTES

    • You can add up to 25 Reason Lost values.
    • To remove the reason lost from a deal, click on another deal stage then select the Lost option again. 
    • To add a reason to previously lost deals, click on another deal stage then select the Lost option again. 

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