Opportunity: Lost Reason

In this section, we'll explore a new feature designed to give you a clearer understanding of why some leads don't turn into successful opportunities. This feature allows you to track and analyze the reasons behind lost opportunities, enabling you to make more informed decisions and improve your conversion rates.

When an opportunity is marked as lost, your customers can now select a reason from a drop-down menu. There are two ways to mark an opportunity as lost:

1. Drag the opportunity directly to the "Lost" column.

2. Within the opportunity modal, select the status "Lost."

Adding Custom Reasons for Lost Opportunities

If the provided reasons don't fit your scenario, you can easily add a new one in the designated field.

Enhanced Update Functionality

When the status is changed by dragging, selecting "Update" will save the lost opportunity with the chosen reason. Alternatively, clicking "Cancel" will mark the opportunity as lost without requiring a reason.

Displaying Reasons on Opportunity Cards

The reasons for lost opportunities are displayed directly on the opportunity cards. For a more streamlined view, you can choose to hide or show this information using the "Additional Fields Filter."