Lost Deals Terminology

Edie Mew
Edie Mew Member Posts: 168 VERIFIED MEMBER
Third Anniversary 100 Comments 25 Up Votes 25 Likes
edited June 2022 in Ideas and Product Feedback #1

I've had a couple of clients explain their understanding of a Lost Deal to me when introducing Pipedrive, many feel the term Lost isn't what suits their business. I understand that if you Lose a Deal it doesnt remove itself from the system, you can apply a reason and report on it. 

However, I wonder if in the future it would be possible to have a customizable Lost button (e.g. Not Now?)

Currently I advise clients that this cannot be changed but to add a Not Now reason to your list to help filter these Deals further and report on

Thank you. 

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  • Dave_68080
    Dave_68080 Member Posts: 10 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    edited February 2022 #2

    Workaround: You could set up a workflow so the Deal can be set to lost but isn´t disappearing:

    • set a custom field in Deals: "Lost but not now" with Yes or No
    • Workflow: 
      • If Deal is lost AND custom field "Lost but not now = Yes"
      • then "duplicate Deal" + "set activity in X days to remind the customer"
  • KurtJ
    KurtJ Member Posts: 44 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    edited February 2022 #3

    This is a problem in their selling system. Pipedrives use of "lost" is correct. If a deal is lost it is lost. It's not coming back. That's different to "delayed", "postponed", "not now" etc.

    Those types of deals status need their own selling workflow.

    By the way "not now" is no. :-)

     

     

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