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Choose a reason when you close an Inbox request as lost

1 min read

When you close a request in the Inbox, you now record why it was lost. This lets you see later why leads didn't turn into work.

Steps

  1. Go to Inbox and open the request.
  2. Click Close Request.
  3. Under Reason, pick Spam, Not a Fit, No Response or Other.
  4. Optionally, add a note.
  5. Confirm to close the request.

Result / verify

The request closes as lost, and the reason you chose is saved with it. You can't close the request until you pick a reason.