What does this section cover?

What are Lead Lost Reasons?

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

Action	Validations
General	Not Applicable
Create	All mandatory fields must be provided Multiple Lead Lost Reasons can be configured but they must have a unique Name and Alternative Code
Edit	All mandatory fields must be provided
Delete	Not Applicable

Name	Description
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

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
LOG INFORMATION
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
  - Created By User: The user that created the entity
  - Created By Unit: The unit of the user that created the entity
  - Updated By User: The user that last updated the entity
  - Updated by Unit: The unit of the user that last updated the entity
  - Date Created: The date the account was entity
  - Date Updated: The date the account was last entity
From the Top Menu click on Save

Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens
Click on the link of the record you would like to delete, to be transferred to the Data Entry page
From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied

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Configuring Lead Competitors — Learn how to configure Lead Competitors
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Configuring Lead Lost Reasons — Learn to configure Lead Lost Reasons
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Configuring Lead Definitions — Learn to configure Lead Business Definitions that will determine the overall behaviour of Leads
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Configuring Lead Statuses — Learn to configure Lead Statuses
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Configuring Lead Categories — Learn how you can configure Lead Categories
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Configuring Lead Types — Learn to configure Lead Types
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Understanding Leads — Understand the usage of Leads within CRM.COM
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Managing Leads — Learn to work with Leads
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Working with Leads Status Transitions — Find out what are status transitions and how they affect Leads
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Leads - Configuration Requirements — Find out what configurations should be performed before the CRM.COM Leads module is used