Does anyone know if you can edit your reason of a lost deal... i would like to be more organized.

Christina Lopez
Christina Lopez Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

 

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  • Joshua Hindman
    Joshua Hindman Member Posts: 35 VERIFIED MEMBER
    10 Comments Second Anniversary Photogenic Solution Provider
    edited February 2022 #2

    Hey Christina!

    You can create a list of predefined Lost reasons in Company Settings. This is a great way to stay organized, track, and report on why you lose deals.

    And yes, you can also go back and edit the reason of any Lost deals if necessary.

  • Eunice Nielsen
    Eunice Nielsen Member Posts: 1 VERIFIED MEMBER
    edited August 2021 #3
    Joshua Hindman said:

    Hey Christina!

    You can create a list of predefined Lost reasons in Company Settings. This is a great way to stay organized, track, and report on why you lose deals.

    And yes, you can also go back and edit the reason of any Lost deals if necessary.

    Hi Joshua,

    How do you edit the reason of a Lost deal? I can't seem to find this.

    Thank you!

  • Raphaël_70209
    Raphaël_70209 Member Posts: 4 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited June 2022 #4

    Hey Christina,

    no sure if this is still relevant but 

    - select "all lost deals" and then display those in "list" view.

    - make the "lost reason" column visible.

    you may then edit those "lost reasons"

    cheers

     

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