What types of activities can have lost reasons recorded? - SquareDocs

Lost Reasons

Table of Content

Table of Content

Table of Content

What types of activities can have lost reasons recorded?

Lost reasons can be recorded for various activities, such as meetings, calls, emails, and follow-ups. By tracking why these activities didn't succeed, you can gain insight into potential areas of improvement, whether it's communication issues, missed opportunities, or external factors affecting the engagement.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.