Custom Lost Reasons for Opportunities

Custom Lost Reasons for Opportunities

February 07, 20241 min read

Revolutionize your sales strategy with our CRM's latest addition – custom lost reasons for opportunities. Now, gain invaluable insights into why deals are lost, streamline decision-making with personalized categorizations, and visualize trends on your dashboard for enhanced sales performance analysis.

Custom Lost Reasons for Opportunities: This feature allows you to categorize and analyze why sales are marked as lost or abandoned.👇🏻

⭐️ Why does it matter to your business?

  • Enhanced Insights: Gain valuable insights into sales performance by creating and applying custom loss reasons, providing a clear understanding of why opportunities are not converted.

  • Streamlined Decision-Making: Efficiently categorize lost opportunities with personalized reasons such as "out of budget," "not interested," or "no contact," streamlining your decision-making process.

  • Dashboard Integration: Leverage the power of custom widgets on the dashboard to visualize and analyze loss reasons over specific date ranges, offering a comprehensive overview of sales trends.

⭐️ How To Use Custom Lost Reasons for Opportunities::

  1. Access the settings in your CRM.

  2. Access the Custom fields from the left navigation menu Click on All Fields and search Lost reason custom field. Now select the field and click on bulk actions and edit.

    A screenshot of a computerDescription automatically generated
  3. Now click on the add an action button.

    A screenshot of a computerDescription automatically generated
  4. Add the option according to the requirements ( e.g Lost, Not interested etc) and click save.

    A screenshot of a computerDescription automatically generated
  5. Now go back to the main menu.

    A screenshot of a computerDescription automatically generated
  6. Access the Opportunities Tab from the left navigation menu and click on the opportunity card.

    A screenshot of a computerDescription automatically generated
  7. Click on “Opportunity Details” to update the status to “lost” and then you can select the reason for the lost opportunity and then click on the update button to save.

Implement this feature today to revolutionize your approach to understanding and addressing lost opportunities in our CRM.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.