If the new business opportunity is not going to progress, you will want to mark the pipeline as lost and include information with the reason.
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 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 CRM > Settings > CRM setup.