Update Customer lost reason

You can easily update the reason for the lost deal manually to focus your efforts on the "why" from a customer's point of view. The reason is the same in many examples: on a trial, for instance, they timed out and didn't complete their diligence. In these cases, grouping them allows you to quickly offer a trial extension, perhaps, and talk to these prospects in a similar way before moving to a different reason.

In either section, the process is the same:

• Locate the lost reason column

• Click the pencil icon on the customer/prospect line

• Edit the reason and then click out of the cell to save

• Filter all customers by reason by clicking on the column header to speed up your responses