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How Do I Create and Manage Lost Project Reasons?

This article explains how to track and manage reasons for lost projects, allowing your team to analyze trends and understand why certain opportunities were not converted.

Lost Causes

The Lost Causes tab under Project Settings lets you record and manage the reasons why a project was marked as lost. This helps you track trends, analyze performance, and understand where potential opportunities were missed.

To add a new lost cause:

  1. Click the Add button in the top-right corner.
  2. Enter the name of your reason (for example, No Insurance or Budget Constraints).
  3. Click Save to add it.



Once saved, your new reason will appear in the list and can be selected anytime a project is marked as a Lost Cause.

You can also edit or disable any reason as needed to keep your list relevant to your company’s process.