Set up Lost Opportunity Reasons (Table Editor)

Create and edit the reasons for lost opportunities.

Create a new Lost Opportunity Reason

This is listed on the Company Record > Opportunities tab > Lost Opportunity Reason field

1. Click on Account & Settings
2. Click on Table Editor
   
   
   
   
3. Click on the Lost Opportunity Reasons tile
4. Add a name to the New Item field
5. Enter a value in the Reason Order (optional)
6. Click on the Add button
7. Click on the Close button

Example of Lost Opportunity Reason

This is listed on the Company Record > Opportunities tab > Lost Opportunity Reason field

1. Go to a Company's record
2. Click on the Opportunities tab
3. Click on the name of the Opportunity, to update to Lost.
4. Click on the Closed - Lost icon
5. Click on the Change Stage button
6. Enter a Close Date, if different than today
7. Select an option from the Lost Reason field
8. Add additional information into the Notes field
9. Click on the Save button