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. Use the search bar in the upper left to locate the Lost Opportunity Reasons option.
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. A pop-up will appear in the upper right letting you know the lost opportunity reason has been successfully added and populate it in the list below.
8. All lost opportunity reasons here can be edited or deleted using the pencil and trashcan icons.

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