Edit lost deal reasons
To view lost deal reasons:
- Click your Profile Icon in the top header bar.
- Click Account to take you to your organisation's account page.
- Click Lost Deal Reasons in the side menu.
To edit an existing lost deal reason:
- Click a Lost Deal Reason.
- Edit the name in the popup and click Save.
You can change the order of how lost deal reasons are presented to the user by dragging the handle next to its name.
To delete a lost deal reason:
- Click a Lost Deal Reason.
- Click the Delete Icon in the popup
Editing an existing lost deal reason will update the reason for lost deals to which it is assigned.