OPERATIONAL RULES

Multiple Lost Reasons Must Be Distinct

When closing an opportunity as Lost, more than one Lost Reason may be recorded - but only when each selected reason describes a distinct, non-overlapping dimension of the loss and is supported by buyer evidence. Selecting multiple reasons that describe the same dimension of loss corrupts the data and undermines the integrity of loss analysis.

Observance of the Rule

Violation of the Rule

SALESPERSON

Execution

SALES MANAGER

Execution

CRM ADMINISTRATOR

Execution