Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business.
We want the data that you put into RealtimeCRM to be of as much value as possible to your business. A key factor in your business success will be to take a look at why you are not winning business. Being able to view the reasons for losing Opportunities might show you a common factor or trend that your business can act upon and improve your sales success.
Accessing the Opportunity Lost Reasons report
To access the Opportunity Lost Reasons report you should click on the Reports option in the left hand menu and then select the Sales report type in the dropdown menu. If you do not see either the menu item or that option then you do not have the correct user permissions. Speak to your administrator about being given the ability to view reports and to view Opportunities.