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Learn how you can configure Lead Lost Reasons |
What does this section cover?
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What are Lead Lost Reasons?
Lead Lost Reasons is a set ......define the reasons which should be supported by the system when a Lead is lost.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions | Additional Information|
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| General | |||
| Create | |||
| Edit | |||
| Delete |
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| Create |
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| Edit |
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| Delete |
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Lead Lost Reasons attributes
Name | Description | |
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| Number | An auto generated number | |
| Name* | ... | |
| Alternative code* | ... | |
| Name* | The name of the Lost reason | |
| 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 specified | |
| Description | A description for the Lost Reason |
Defining your own Lead Lost Reasons tailored to your company's needs
- Navigate to PATH
Either search for CONFIGURATION > CRM APPLICATION > LEADS > SET UP LOST REASONS - Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
- Name
- Alternative Code
- Description
LOG INFORMATION
Include Page WIP:Log Information - GlobalWIP: Log Information - Global - From the Top Menu click on Save
Deleting Lead Lost Reasons
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