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Back to Leads Main Page

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Learn how you can to configure Lead Lost Reasons

What does this section cover?

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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 to define the reasons that can result in a Lost Reasons is a set ......

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

Lead Lost Reasons attributes 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
  

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

  • Navigate to PATH
     
    • Either search for an existing one or from the Top Menu click on NEW
     

  • MAIN INFORMATION

    1.  

  • LOG INFORMATION

    • Include PageWIP:Log Information - GlobalWIP:Log Information - Global
  • From the Top Menu click on Save

    • Deleting Lead Lost Reasons

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    Note

    Visit /wiki/spaces/WIP/pages/10010220 Lead Lost Reasons for business examples related to

    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

    Anchor
    validations
    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 and Alternative Code.
    Edit
    • Mandatory Fields must be defined.

    Anchor
    attributes
    attributes
     Attributes

    An * indicates a field is mandatory.

    Name

    Description

    Main Information
     Name*The name of the Lead Lost Reason.
     Alternative Code*An alternative code for the Lost Reason. Unless otherwise specified, the codes for new Lead Lost Reasons default to the Lost Reason's Name initials in capital letters.
    DescriptionA description of the Lost Reason.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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