Lost Deals & Reasons Lost

With the Reason Lost feature, every time you mark a deal as Lost in your CRM, 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 reasons for lost sales and adjust your strategy accordingly.

Only the Account Owner or Administrators can create/edit/delete Custom Fields.

Enable/Disable Reason Lost

Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab.

Settings page l Custom Fields tab

Scroll down to Deal Fields → next to the Reason Lost Custom Field, toggle the slider to enable or disable it.

Deal Custom Field l Reason Lost

Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab.

Settings page l Custom Fields tab

Scroll down to Deal Fields → next to the Reason Lost Custom Field, click on the pencil icon to add or edit Reason Lost values.

Deal Custom Field l Reason Lost l pencil icon

The pencil icon is only clickable if the Reason Lost field is enabled.

Make changes as required → click Save.

Click on + Add item to add another value.

Update the value to edit existing ones.

Click on the minus (-) icon to remove value

Deal Custom Field l Reason Lost l + Add item

You can rearrange the values by dragging and dropping them.

Deal Custom Field l Reason Lost l Drag 'n' Drop

Once you mark a deal as lost, a pop-up will prompt you to select the Reason Lost → click on the dropdown to select an option → click Save.

Reason Lost pop-up window