If the new business opportunity you have created as a pipeline is not going to progress, you will mark the pipeline as lost and include information with the reason for reporting purposes.
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MARK PIPELINE AS LOST
If the opportunity is not going to progress, you will want to mark the pipeline as lost and include information with the reason.
Go to Pipelines > select pipeline from the list > click
Click Show/hide pipeline card
icon > go to Lost pipeline information tab . Enter the following information:
*Reason: Select from the available options, i.e. Bad chemistry, Declined pitch, Lost to competitor, Price, other etc.
Competitor: Select from dropdown list or add new by clicking on the
icon.Description: Enter lost description.
Lost: The pipeline will be marked ‘NOT ACTIVE’ once this is checked.
*Pipeline lost reasons are unique to your system and are usually setup by your Consultant or Systems Administrator during implementation . For more information, please see via CRM > Settings > CRM setup.
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