Gain deeper insights into the lead process with our new feature that lets to capture the reason for lost opportunities. This enhancement aids in a better understanding of areas for improvement and further refining the opportunity strategy.
🌟 Here’s What’s New
▸ Capture Lost Reasons:
– Whenever an opportunity is marked as lost, your customers can now specify the reason from a drop-down list.
▸ Two Methods to Mark as Lost:
Simply drag the opportunity to the “Lost” status.
– Inside the opportunity modal, choose the status “Lost“.
▸ Add New Lost Reasons: If the existing reasons don’t match your scenario, you can effortlessly add a new one.
▸ Improved Update Options:
– If the user changes the status by dragging, clicking “Update” will save the opportunity as lost with the selected reason.
– Clicking “Cancel” will mark the opportunity as lost without specifying a reason.
▸ Visible Insights on Cards: The reasons for lost opportunities are displayed directly on the opportunity cards. Plus, for a cleaner look, you can choose to hide/show this reason using the “Additional Fields Filter”.
Why Is This Beneficial?
By capturing the reason for lost opportunities, teams can:
– Understand and analyze why certain leads didn’t convert.
– Make informed decisions to minimize future losses based on these insights.
🔜 Coming Soon
We’re introducing filters for lost reasons, making it even easier to sort and analyze your data. Stay tuned!