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

    Account Settings - Table Editor.gif

  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

Lost Opportunity Reasons - Add New - Save.gif

 

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

Company - Opportunity - Update Closed Lost.gif

 

 

 

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