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
- Go to Inbox and open the request.
- Click Close Request.
- Under Reason, pick Spam, Not a Fit, No Response or Other.
- Optionally, add a note.
- 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.