Lost Reason for Opportunities

In this section, we will be gaining deeper insights into the lead process of this new feature that lets you track the reason for lost opportunities. It helps you understand and analyze why certain leads didn't convert and make informed decisions to minimize future losses based on these insights.

Whenever an opportunity is marked as lost, your customers can now specify the reason from a drop-down list. These are the two methods to Mark an opportunity as Lost:

Simply drag the opportunity to the "Lost" status.

Inside the opportunity modal, choose the status "Lost".

Add New Lost Reasons

If the existing reasons the lead gave don’t match your scenario, you can effortlessly add a new one in the space provided.

Improved Update Options

If the user changes the status by dragging, clicking "Update" will save the opportunity as lost with the selected reason.

Clicking "Cancel" will mark the opportunity as lost without specifying a reason.

Visible Insights on Cards

The reasons for lost opportunities are displayed directly on the opportunity cards. Plus, for a cleaner look, you can choose to hide/show this reason using the "Additional Fields Filter".