Lost Reasons

Lost Reasons let you record why an opportunity was marked as lost. Using consistent reasons helps you analyze lost opportunities and identify recurring causes.

In this guide

• View the Lost Reasons list
• Create a Lost Reason
• Configure Lost Reason details
• Manage an existing Lost Reason

General workflow

1. Open CRM → Configurations → Lost Reasons.
2. Review or search the existing reasons.
3. Select New Lost Reason.
4. Enter its name and set its status.
5. Select Create to save it.

View the Lost Reasons list

Go to CRM → Configurations → Lost Reasons. The list displays the registered reasons. From here, you can create a reason or open an existing one to view, edit, or delete it.

Figure 1. Lost Reasons list

List tools

Tool	What it does
Search	Finds reasons using the available search criteria.
Records per Page	Sets how many reasons appear on each page and lets you navigate through the results.

Create a Lost Reason

From the Lost Reasons list, select New Lost Reason. Complete the form and select Create to save the new reason.

Figure 2. Lost Reason creation form

Configure Lost Reason details

General

Field	What it defines
Name	Name of the reason for losing an opportunity.

Configuration

Setting	What it does
Active	Makes the reason available for use.

Save the Lost Reason

Action	Result
Create	Saves the reason.
Create & Create Another	Saves the reason and opens a new form.
Cancel	Closes the form without saving.

Manage an existing Lost Reason

After creation, the reason appears in the Lost Reasons list. Open the record or use the available actions to view, edit, or delete it.

Figure 3. Created Lost Reasons

View a Lost Reason

Select View to see the reason's name and status.

Edit a Lost Reason

Select Edit to open the form with the reason's existing information. Make the necessary changes and save them.

Delete a Lost Reason

Select Delete to remove the reason. Once deleted, it is no longer available for use with future opportunities.