Once you click on 'Mark Lost', you will be able to select the reason and explain your decision in the Notes.

Lost Status will terminate scheduled auto-follow up emails

Example of selecting Lost Reasons:
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Let's have a closer look at each of the reasons.

Pricing

This might be obvious and also among the most common reasons to lose a sale. Select it when a customer complains about the price directly or indirectly. You might not get a clear “too expensive” response from a customer, but have some notes indicating that from your early survey responses.

Competitor

Another common reason to lose a sale is to a competitor. Customers get on average 2-3 quotes from other bidders, so it’s a 50-70% chance that your competition will outbid you. The good thing is that it’s a natural process and is hard to fully avoid. There is no guarantee that your lead will tell you that directly, but if they do, select it.

Timing

If the customer needs to do the job urgently, but you have no capacity, you will lose this job. Select this reason to help your team understand the operational picture better.

Missing Products

If the customer needs a specific product or a service that you cannot provide, select this reason.

Postponed

If the customer is not ready to accept just yet, but you also do not want to create noise for your follow-ups routine, set this consultation aside and put ‘Postponed’ as a reason. You can later come back to this customer and work on them again.

Canceled

Sometimes, even closing the job does not mean that it will stay closed. Select this reason whenever the customer backs out of an Accepted proposal.

Expired

This option is good for situations when you simply do not hear anything back no matter how hard you follow up. Unresponsive customers can be the reason you will eventually decide to let this proposal go. It’s up to you what the expiration cut-off is. We do not currently have any logic that will mark your proposal as Lost after a certain time.

Repaired

This is useful for the quotes that were presented with the intent to replace a unit, but the customer decided to go with a repair instead. (Check out how to offer powerful repairs with FlexJobs 👉 )

Unresponsive

This means that the customer just ghosted you. Not much can be done but may be worth following up until they grow tired and say a loud 'no' 😅.

Other

This is a larger bucket for a variety of reasons that you cannot quite categorize. Select this option for outliners and unique cases.