How can I enable predefined lost reasons?
As a default, Pipedrive operates with freeform lost reasons. This means that each user is able to write down their specific understanding of why the deal in question had to be marked as lost.
If you'd prefer to set specific, predefined reasons for your users to select from instead, you can enable that within your account by going to Settings > Company settings > Lost reasons.
To enable predefined reasons
- Click on the "Add predefined lost reason" button
- Type out the predefined lost reason you would like to add to your account
- Click the "Save" button
When saved, that predefined lost reason will appear below, along with the options to edit or delete that reason.
You will also be presented with an option to allow for freeform lost reasons alongside your predefined options. In this way, your users could still provide freeform lost reasons in situations where the lost reason differs from the list of predefined lost reasons programmed by the admin user.
To use your predefined lost reasons, simply mark a deal in your Pipedrive account as lost.
In the "Mark as lost" prompt, you will see a dropdown section under lost reason instead of the fillable text form. Click the dropdown prompt to scroll through a list of your predefined lost reasons and select one.
After selecting your predefined lost reason – and including any extra comments, you may have – click the "Mark as lost" button.
Once done, that predefined lost reason will appear – as usual – in the detail view of that now-lost deal.
These predefined lost reasons can also be tracked in the same way as the freeform lost reasons, through both the list view of the deals tab and through the progress tab of your Pipedrive account.