When you set an opportunity to 'Lost' in your pipeline, the system prompts you to add a 'Loss Reason.' These are sent to the in-app 'Loss Reasons' report, where you can gain meaningful insight into common reasons why you aren't able to close deals. Check out the gif and instructions below for saving a loss reason:
- Sign into your Copper account, and click 'Opportunities' from the left-hand menu.
- Make sure you're in pipeline view by clicking the three horizontal lines icon in the upper right.
- Click and drag an opportunity toward the bottom of the page.
- You'll see three buttons appear: Lost, Abandoned and Won. Drag the opportunity over the red 'Lost' box and release your mouse.
- A 'Loss Reasons' box should appear. Enter your reason, and click 'Save.'
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