How To Add Lost Reason In Pipedrive

How To Add Lost Reason In Pipedrive

1. Log In: Access your Pipedrive account.
2. Go to Settings: Click on the gear icon in the top right corner.
3. Select Custom Fields: Find the 'Custom Fields' option in the settings menu.
4. Choose Deals: Click on the 'Deals' tab to manage deal-related fields.
5. Add Lost Reason: Click on 'Add Custom Field' and select 'Lost Reason' type.
6. Name the Field: Enter a name for your lost reason field.
7. Define Options: List the reasons why deals may be lost.
8. Save Changes: Click 'Save' to apply your new lost reason field.
9. Use the Field: Now you can select lost reasons when marking deals as lost.