To add a new Lost Reason, navigate to Settings > Field Options > Lost Reasons
Then click the Green 
button
Name your Lost Reason and select the desired settings:
Lost Reason Categories
We have multiple categories for Lost Reasons to help us generate more accurate reporting.
- General
- Appears under any stage when clicking “Lost”. Used for General needs
- Cancelled Interview
- Appears under “No Interview” button
- Closed Interview
- Appears on “Interview Fail” button
- Bad Data
- Removed from reporting
- Never Responded
- Used to calculate contact rates
- No Show
- Appears under “No Interview”
- Not Qualified
- Added to Not Qualified rate
- Orientation
- Appears under “Cancel Orientation”
- Consultation Held – No Close
- Appears under “Consultation Held – No Close”
- Consultation Cancelled
- Appears under “Consultation Cancelled”
Lost Reason Types
We have 3 Types of Lost Reasons:
- Prospecting
- Used in the prospecting Pipeline and insight reports
- Recruitment
- Used in the Recruitment Pipeline and insight reports
- Referral
- Used in the Referral Pipeline and insight reports
Used for Blocked Applicant Submissions?
You may also force a certain Lost Reason to automatically block future submissions from the applicant.
Example – “Serial Applicant”