Click the CRM icon
Clicking the CRM icon will direct you to the Customer Relationship Management section, where you can manage your contacts, leads, and sales activities.
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Geteilte Anleitung
How to add closed lost reasons in the CRM
Manage and document closed lost reasons in your CRM by customizing your Deals view and entering specific feedback, ensuring accurate tracking of deal statuses.
viktoriaManage and document closed lost reasons in your CRM by customizing your Deals view and entering specific feedback, ensuring accurate tracking of deal statuses.
Step-by-step Guide10 Schritte
Click the Deals section
Selecting the 'Deals' section will take you to the area where you can manage and view all your active deals and opportunities.
Loading screenshot…100%Click the Edit columns option
This action opens a dialog where you can customize which columns are displayed in your Deals view, allowing you to tailor the information presented according to your preferences.
Loading screenshot…100%Click the Apply button
Clicking this button will save your selected columns and update the view. You will then see the newly configured columns reflected in your deals display.
Loading screenshot…100%Type 'lost' in Search columns
Enter 'lost' in the search field to filter the available columns for 'Deal Activity'. This will help you quickly locate the relevant columns related to closed lost reasons in your selection.
Loading screenshot…100%Click the Apply button
This action will confirm your selected columns and update the view to display only the chosen data fields.
Loading screenshot…100%Click the Apply button
This action will confirm your selected columns and apply them to your view of the deal activity. The updated view will reflect the chosen columns, allowing you to analyze the relevant data more effectively.
Loading screenshot…100%Click the Deals tab
This will open the Deals section where you can view and manage your active deals and related details.
Loading screenshot…100%Type 'No response' in Closed Lost Reason
Enter 'No response' in the Closed Lost Reason text area to document the feedback regarding the deal's status. This will help clarify the reason for the deal's closure in your CRM.
Loading screenshot…100%Click the Close button
This action dismisses the 'Edit Cloud Lost Reason' dialog, returning you to the main Deals view where you can continue managing your deals.
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