Lead Lost Reasons help you track why an inquiry did not move forward. When a Lead is marked as Lost, you can assign a reason to better understand what prevented the booking. Over time, this gives you valuable insight into patterns in your sales process.

Common examples might include:

Tracking this information helps you move beyond assumptions and see real trends in your pipeline.

First, set the Lead's Pipeline Step to Lost.

The Lead Lost Reason window will show automatically. Select the Lead Lost Reason from the dropdown menu. Additionally, you can enter notes and details to elaborate on the reason why the lead was lost.

To update the Lead Lost Reason for a Lead that's already been set to Lost: click into the Lead, then click the edit button next to Lead Lost Reason or Lost Notes.

Lead Lost Reasons are fully customizable. You can:

This allows you to reflect the most common outcomes in your business and gather data that is actually meaningful to you.

In the Sidebar, click into Settings (gear icon).

Then click Lead Lost Reasons under the Lead Settings section.

This page is where you can add, edit, and delete your Lead Lost Reasons.