Back to Leads Main Page

Table of Contents

Navigating to Lead Lost Reasons

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 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.

Validations

Action	Validations
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.

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.
Description	A description of the Lost Reason.
Log Information
Log Details	The standard set of Log Details information available in all entities.

Related Areas

Page:

Configuring Lead Competitors
Page:

Configuring Lead Lost Reasons
Page:

Configuring Lead Definitions
Page:

Configuring Lead Statuses
Page:

Configuring Lead Categories
Page:

Configuring Lead Types
Page:

Understanding Leads
Page:

Managing Leads
Page:

Working with Leads Status Transitions
Page:

Leads - Configuration Requirements

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page

Browser not supported