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