Shared guide

How to add deal loss reasons

Step-by-step guide covering: Click the CRM icon; Click the Deals section; Click the Edit columns option; Click the Apply button.

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·10 steps·7 views·Published
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Step-by-step Guide10 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals section

    Click the Deals section
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  3. Click the Edit columns option

    Click the Edit columns option
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  4. Click the Apply button

    Click the Apply button
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  5. Type 'lost' in Search columns

    Type 'lost' in Search columns
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  6. Click the Apply button

    Click the Apply button
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  7. Click the Apply button

    Click the Apply button
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  8. Click the Deals tab

    Click the Deals tab
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  9. Type 'No response' in Closed Lost Reason

    Type 'No response' in Closed Lost Reason
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  10. Click the Close button

    Click the Close button
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