Drop reasons

If a lead is dropped, you will have to fill in a reason why the lead is dropped. You typically use drop reasons for leads, but if you use other elements such as quotes or orders, you might want to use different drop reasons. For example, a drop reason for a lead could be “no contact information”, but for a quote it could be “too expensive”.

To add a new drop reason, go to the Settings menu in the top right corner and select “Drop reasons”, then click on “New drop reason”.

Give the drop reason a name, such as “Invalid contact info”.

You can often leave the category blank. You can use the categories to filter your drop reasons, for example when you want to only show drop reasons for Quotes.

You can use the sort order to show the drop reasons in a specific order. The default is set to show drop reasons alphabetically, but you can change that here.

“Optional groups” can be used in two ways. You can select a group so that only members of that group will be able to use that drop reason. You can also select a group so that the drop reason can only be given to leads within that group. It depends on your configuration which way it is used.

Arguments are only used in advanced configurations and can be left blank.

When you do not want users to be able to select the drop reason anymore, it is recommended to set it as “inactive” rather than deleting it. This way, you will still be able to see when this drop reason was applicable to a certain lead in the past.