How Can I Customize the Deal Lost Reasons in UPilot?

In UPilot CRM, whenever a deal is marked as lost you can select a reason for the deal loss from the drop-down. The deal lost reasons can help you keep track of why the deal was lost at a deal level and can collectively provide you with analytics to look for trends using the insights section.

Based on your needs, you can easily customize the deal lost reasons from the Deal fields in Settings.

Adding a New Lost Reason

To add a new reason for deal lost, you can:

1. Go to Settings > Manage Fields > Deal Fields.
2. Click on ‘Deal lost reason’ in Deal fields.
3. Click on ‘Add new reason’ from the Deal lost reason list.
4. Enter a new reason.
5. Click Create.

You can edit an existing reason in the below manner:

1. Go to Settings > Manage Fields > Deal Fields.
2. Click on ‘Deal lost reason’ in Deal fields.
3. Click on ‘edit’ icon near to the reason from the Deal lost reason list.
4. Make the required changes to the reason.
5. Click the Save’ icon.

To completely remove an existing deal lost reason from your account, you can: 

1. Go to Settings > Manage Fields > Deal Fields.
2. Click on ‘Deal lost reason’ in Deal fields.
3. Click on ‘trash’ icon near to the reason from the Deal lost reason list.
4. Click on ‘Delete’.