Introduction
The Opportunity Lost Reason feature in Empress is a valuable tool that helps you understand why certain business opportunities didn’t convert into successful deals. By tracking and categorizing lost opportunity reasons, you can generate insights that can be used to improve your sales strategy and prevent similar losses in the future.
Feature Overview
The Opportunity Lost Reason feature allows you to create, view, edit, sort, and track the reasons why opportunities were lost. This feature is designed to be user-friendly and intuitive, enabling you to manage your lost reasons efficiently and effectively.
How to Use the Feature
Below are the key functionalities of the Opportunity Lost Reason feature and how you can utilize them in your everyday business operations:
-
Creating a Lost Reason: To create a new lost reason, navigate to the Opportunity Lost Reason section, and click on the ‘Add New’ button. You’ll need to input the reason into the ‘Lost Reason’ field.
-
Viewing Lost Reasons: All your lost reasons are displayed in the Opportunity Lost Reason section. You can scroll through this list to view all the reasons you’ve entered.
-
Editing a Lost Reason: If you need to change a lost reason, simply click on it, make the necessary edits in the ‘Lost Reason’ field, and then save your changes.
-
Sorting Lost Reasons: Lost reasons are automatically sorted in descending order based on when they were modified. If you wish to change the sorting order, you can do so by clicking on the ‘Sort’ button.
-
Tracking Lost Reasons: Empress automatically tracks changes to lost reasons. You can view the history of changes to a lost reason by clicking on it and navigating to the ‘History’ tab.
User Roles and Permissions
The Opportunity Lost Reason feature can be accessed by users with the following roles: System Manager, Sales User, Sales Manager, and Sales Master Manager. These users can create, delete, print, read, and write lost reasons.
Conclusion
The Opportunity Lost Reason feature offers a simple and effective way to keep track of lost business opportunities. By understanding why opportunities were lost, you can take action to improve your sales strategy, ultimately driving more successful business outcomes.
For additional support or information on how to use Empress, please refer to the Empress User Guide or contact our Support Team.