Configuring Lead Lost Reasons

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Last updated: Dec 15, 2016 by p_demou (Deactivated)
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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.

Lead Lost Reasons

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.

 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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