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Status Already exists
Categories CRM App
Created by Guest
Created on Mar 31, 2021

Adding a "LOST SALE" status

Its important to know why we didn't win a quote, instead of just closing the quote it would be nice to know we lost it and why .

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    Andrew Ardron
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    Dec 1, 2021

    This feature already exists. When configuring the Sales Opportunity status' you can give a status a set of sub-status'. So for example, the status of "Lost" can then have sub-status of "Price", "Delivery Time", "Availability", "Features" etc.