Have an option for "Lost Lead" instead of Cancelled Event | Feature Requests

Have an option for "Lost Lead" instead of Cancelled Event

complete

Christine Petrut

Losing leads is different than a cancelled confirmed party.

February 13, 2023

Anna Western

marked this post as

complete

You can now select multiple reasons for Lost events!

Kayla Taylor

YAY! This is amazing!

Lauren Gilbert

Fantastic! This is super helpful. Thank you for implementing my request!

Luke Hutchison

Merged in a post:

When canceling a lead/event, add a drop down list of reasons to better organize the lost/cancelation reasons

Lauren Gilbert

Also, potentially re-label "Canceled" to be "Archived" or something else

February 16, 2024

Jonathan Capitanini

Would be great to have default dropdown list, when doing some analysis on this and trying to understand reasons for lost business, we too often have 100+ different reasons and messy data caused by different spelling or capitalization (e.g., "budget", "Budget", "over their budget", "out of their budget")!

Melissa Procida

It would be super helpful for reporting and follow ups as well!

Photo Viewer