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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".
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Common lists". Click on "Lost Reasons".
- Click on the “Create” button.
- Configure your lost reason according to your preferences and click on the "Save" button.
How to edit an existing lost reason
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Common lists".
- Click on "Lost Reasons".
- Click on the "Edit" icon within the action column for the corresponding lost reason.
- Configure your lost reason according to your preferences and click on the "Save" button.
How to delete an existing lost reason
- Click on the “User” and select “Pipeline Settings” from drop down menu.
- Click on "Common lists".
- Click on "Lost Reasons".
- Click on the "Delete" icon within the action column for the corresponding lost reason.
- Confirm the delete process by clicking on the "OK" button.
Note: All Pipeliner users need to synchronize in order to see the changes!