Dispositioning Deals that are Lost

Goal: To update Deals to Closed Lost that are no longer moving forward and providing information as to why the Deal is lost.

Key Topics:

• Video Tutorial
• Steps by Step on How and Where to Disposition
• Backend Process - Workflow
• Why?

Video Tutorial

Step by Step on How and Where to Disposition

• Go to the Deal you wish to update to Closed Lost
• When in the Deal, be sure in the middle section you are on the Deal Overview Tab
• You will see a section titled, "Deal Lost?"
• Here you will see 2 Properties
  
  • Why was this Deal Lost?
    • Please select at least one or more reasons why the Deal was Lost
      • The Price was too High
      • Product Unavilability
      • The Installer Lost the Bid
      • Other 
  • If Other, Please Add Reason Here
    • If Other is selected you must put a reason here 

Backend Process - Workflow

• Workflow will trigger when
  • A Deal is in Quote Provided or Opportunity/Project Discussion 
  • AND
  • "Why was this deal lost" Property is known
• The Workflow will then update the Deal Stage to Closed Lost in the Sales Pipeline

Why?