How can I enable predefined lost reasons?
As a default, Fintesk 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.
Note: This action is only available to deals admin users.
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 Company settings > Lost reasons.
To enable predefined reasons:
- Click on the “Add Lost reason” button
- Type out the predefined lost reason you would like to add to your account
- Click the "Save" button
When saved, the predefined lost reason will appear below. Clicking on it will allow you to edit or deactivated it.
To use your predefined lost reasons, simply mark a deal in your Fintesk account as lost.
In the “Mark as lost” prompt, you’ll 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 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 of your Fintesk account.