How To Add Lost Reason In Pipedrive
Here is how to add a Lost reason in Pipedrive:
- Click on the profile button at the top right corner.
- Click on the Company settings option.
- Under Company settings, locate and open the Lost reasons tab.
- Click on the + Lost reason button to add a new one.
- Enter your custom reason.
- Click on Save.
- You now have a new Lost reason you can use to track losses.
- Now, when you click on the Lost deal button from the detailed view.
- You will find your new reason listed as an option.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it