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.
MARK PIPELINE AS LOST
Go to Pipelines > select pipeline from the list
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
iconDescription: 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 via CRM > Settings > CRM setup.
