We're thrilled to announce the latest update to the Opportunity Custom Fields Settings. Now, you can add, rename, delete, and manage your Opportunity Lost Reasons with ease. This change allows for a more refined control over the options your users see while marking an opportunity as lost.
Our latest update introduces the following enhancements:
Add New Reasons: You can now add new lost reasons, offering more flexibility to suit your business' unique needs.
Rename Existing Reasons: Update the lost reasons to match your internal terminologies and create seamless alignment across your team.
Delete Existing Reasons: Remove outdated or unnecessary lost reasons to streamline your user interface.
This exciting update wouldn't be complete without additional data analysis capabilities. The lost reasons will also be available as a new column when exporting opportunities.
This valuable data can provide insights into areas where your business may be losing prospects, informing strategic decisions to improve conversion rates.
Note: This Feature is found in the Labs section under the title: "Lost reason for opportunities".
Here's a sneak preview of how this looks:
We continuously strive to enhance your experience and efficiency. Look out for more updates and in case you missed our last product update, check it out here. Happy managing!