Sometimes deals don’t go our way, and it's important to mark them as lost in Productive. You can do this using one of two methods:
1) Click the red "Lost" button within the deal.
2) Move the deal to the pre-defined "Lost" stage (set in your sales pipeline settings). In the screenshot, the "Deal Lost" stage is in the "Lost" status, meaning that any deals moved to this stage are automatically marked as "Lost".
After marking the deal as "Lost", you'll need to select the reason from the dropdown menu and, if needed, enter a note with more details.
You can customize your lost reasons under Settings > Sales settings > Lost reasons.
Tip: Deal Lost Reasons - Overview and Editing
You can edit the lost reason at any time by opening the deal and clicking on "Edit lost reason".
For a comprehensive overview of your deal lost reasons over time, navigate to your Reports tab, open the Reports templates (click on + Report in the upper right), and check out the Deals lost by reason pre-made report.
