Common list: Opportunity lost reasons in Pipeliner CRM


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A lost reason is a reason, be it a price or technical issue, that does not enable you to won the opportunity.

Takeaways

  • How to create a new lost reason
  • How to edit an existing lost reason
  • How to delete an existing lost reason

How to create a new lost reason

You can create a new lost reason within the "Administration".

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists". Click on "Lost Reasons".
  3. Click on the “Create” button.
  4. Configure your lost reason according to your preferences and click on the "Save" button.

How to edit an existing lost reason

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Lost Reasons".
  4. Click on the "Edit" icon within the action column for the corresponding lost reason.
  5. Configure your lost reason according to your preferences and click on the "Save" button.

How to delete an existing lost reason

  1. Click on the “User” and select “Pipeline Settings” from drop down menu.
  2. Click on "Common lists".
  3. Click on "Lost Reasons".
  4. Click on the "Delete" icon within the action column for the corresponding lost reason.
  5. Confirm the delete process by clicking on the "OK" button.

Note: All Pipeliner users need to synchronize in order to see the changes!

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