How To Add Lost Reason In Pipedrive

Quick summary

Adding a lost reason in Pipedrive lets sales teams categorize and track why deals are marked as lost, enabling data-driven pipeline analysis. This setting is configured inside Company settings and becomes available instantly when closing any deal.

Steps

1. Click the profile button at the top right corner of Pipedrive.
2. Select the Company settings option from the dropdown menu.
3. Under Company settings, locate and open the Lost reasons tab.
4. Click the + Lost reason button to add a new entry.
5. Enter your custom reason in the text field provided.
6. Click Save to confirm and store the new lost reason.
7. Your new Lost reason is now available to use when tracking deal losses.
8. Open a deal and click the Lost deal button from the detailed view to apply it.
9. You will find your new reason listed as a selectable option when marking a deal as lost.