It’s important to be aware of what salespeople see as their chief obstacles–especially during a tough economic environment that is making their jobs especially challenging.
Alore allows you to add a list of all possible reasons for the deal loss.
It allows you to edit/delete your lost deal reasons anytime you want to according to your requirements.
Editing the reason
Navigate to Home Feed and click on "Lost deal reasons" under "Create or Edit or Set" section.
Click on "Edit icon" under Edit column.
Edit your reason as per your preference.
Click on "Save".
Your edited lost deal reason is saved successfully.
Deleting a reason
Navigate to Lost deal reason screen as shown in Step 1 of section Editing the reason.
Click on "Delete icon" under delete column.
Confirm by clicking "Yes".
Your lost deal reason is deleted successfully.