Admin Guide: Managing “Lost Reasons” in Outperform

Access Level: Admin Only

Lost reasons help track why potential deals were not closed. Because changing these settings impacts historical sales reports, follow these instructions carefully.

⚠️ Important Rules Before You Begin

• Check for Duplicates First: Always review the existing list before creating a new reason to avoid confusing sales agents with duplicate or similar options (e.g., creating “Too Expensive” when “Cost” already exists).

• Editing Affects Past Deals: When you edit the name of an existing lost reason, all past deals previously marked with that reason will immediately update to the new title.

• Do NOT Delete Existing Reasons: Avoid clicking the trash icon. Deleting a lost reason can break historical reporting data on past deals. If a reason is obsolete, coordinate with management before taking action

How to Access Lost Reason Settings

1. Click on the Settings icon (gear icon) in the navigation menu.
2. In the search bar on the left sidebar, type lost reason.
3. Click on Lost Reason.

How to Add a New Lost Reason

1. Search Existing Records: Look at the current list or use the search bar on the top-right to ensure the reason does not already exist.
2. Click Add: Click the blue + Add Lost Reason button at the top-left.
3. Enter Title: In the pop-up modal, enter the clear, concise title in the Lost Reason Title field (e.g., Unresponsive Lead, Competitor Pricing).
4. Save: Click Save / Submit to add it to your team’s active dropdown options.

How to Edit an Existing Lost Reason

1. Locate the reason you want to modify from the table.
2. Under the Action column on the right, click the Pencil (Edit) icon.
3. In the Edit Lost Reason pop-up, update the text in the Lost Reason Title field.
4. Confirm & Save: Click Save.

Reminder: Once saved, every past and current deal associated with this reason will automatically display the new title in dashboards and reports.

Quick Reference Summary

Action	Allowed?	Impact / Best Practice
Add New	✅ Yes	Check for duplicates first so lists stay clean.
Edit Existing	⚠️ Proceed with caution	Modifies all past deal records tied to this reason.
Delete	❌ Strongly discouraged	Can corrupt historical reporting data across pipelines.