Lost Reasons

Create custom reasons used when a CRM deal, prospect, or activity is marked Lost.

Overview

Use Lost Reasons when a deal, prospect, or activity is closed as Lost. System reasons cannot be edited or deleted.

Lost Reasons

Lost Reasons

The columns are Reason, Type, and Actions. Type is System or Custom. A system reason shows a lock next to the name.

The row action is View. You can also select the reason name.

Create a custom reason

Create a custom reason

  1. Open CRM → Lost Reasons.
  2. Select Add Reason. The drawer title is Create Reason.
  3. Enter the required Reason. The placeholder is e.g. Budget constraints.
  4. Select Create Reason.

New reasons are Custom. Prospects and Activities require a reason when you mark Lost. On Deals, the reason is optional.

View, edit, or delete a reason

  1. Open CRM → Lost Reasons.
  2. Select View. The drawer title is Reason Details.
  3. Review Reason and Type. A system reason also shows System reasons cannot be edited.
  4. On a Custom reason, select Edit. The drawer title is Edit Reason. Change Reason, then select Save Changes.
  5. Use Delete Reason in the Danger Zone only on a Custom reason. Confirm in the Delete Reason dialog.

Good practice

  • Add the custom reasons your team uses before you close records as Lost.
  • Leave system reasons in place. They cannot be edited or deleted.