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Back to Leads Main Page

Excerpt
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Learn how you can to configure Lead Lost Reasons

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Table of Contents

Table of Contents
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Navigating to Lead Lost Reasons

Info

CONFIGURATION > CRM APPLICATION > LEADS > SET UP LOST REASONS

What are Lead Lost Reasons?

Use Lead Lost Reasons define Reasons to define the reasons which should be supported by the system when a Lead is lost.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsGeneral
  • Not Applicable
Create
  • All mandatory fields must be provided
    • Multiple Lead Lost Reasons can exist in the system

    that can result in a Lost Lead. Lost Reasons must be provided when a Lead is set to a 'Lost' Life Cycle State. You can set the Lost Reasons available to be used through the Lead Definition.

    • Navigate to Lead Lost Reasons and explore existing entries via the Summary page.  
    • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
    • Use the Actions Menu to create a NEW Lead Lost Reasons, modify (EDIT) or DELETE  an existing one.  
    • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Lead Lost Reasons.

    Check the Validations Table below for a list of available Actions when working with Lead Lost Reasons, including each Action's related validations. View the Attributes Table for a comprehensive description of the Lead Lost Reasons fields.

    Lead Lost ReasonsImage Added

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    validations
    Validations

    ActionValidations
    Create
    • Mandatory Fields must be defined.
    • Multiple Lead Lost Reasons can be present in the System, but each one should have a unique name Name and alternative codeAlternative Code. 
    Edit
    • All mandatory fields Mandatory Fields must be provided
    Delete
    • Not Applicable
    Lead Lost Reasons attributes 
    • defined.

    Anchor
    attributes
    attributes
     Attributes

    An * indicates a field is mandatory.

    Alternative code

    Name

    Description

    Main Information
    Name Name*The name of the Lead Lost reasonReason.
     Alternative Code*An alternative code for the Lost Reason. On creating a new definition it should default to the first letter of each word included in the name (in Capitals), if nothing else is specifiedUnless otherwise specified, the codes for new Lead Lost Reasons default to the Lost Reason's Name initials in capital letters.
    DescriptionA description for of the Lost Reason

    Defining your own Lead Lost Reasons tailored to your company's needs

  • Navigate to CONFIGURATION > CRM APPLICATION > LEADS > SET UP LOST REASONS
  • Either search for an existing one or from the Top Menu click on NEW 

  • MAIN INFORMATION

    1.  Provide the required information

      1. Name
      2. Alternative Code
      3. Description
        Configuring Lead Lost ReasonsImage Removed

  • LOG INFORMATION

    • Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Lead Lost Reasons

    Include PageDeleting a record - GlobalDeleting a record - Global
    .
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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