How To Add Lost Reason In Pipedrive
- George Apostolov
This guide is an interactive LiveDemo. Create interactive demos of your own product: Interactive demo software · Interactive demos for sales outreach · Start free
How To Add Lost Reason In Pipedrive: step-by-step guide
Click on the profile button at the top right corner.
Click on the Company settings option.
Under Company settings, locate and open the Lost reasons tab.
Click on the + Lost reason button to add a new one.
Enter your custom reason.
Click on Save.
You now have a new Lost reason you can use to track losses.
Now, when you click on the Lost deal button from the detailed view.
You will find your new reason listed as an option.
Quick answer: To add a lost reason in Pipedrive, click your profile button, open Company settings, and select Lost reasons. Click the + Lost reason button, enter your custom reason, and save it. Access this new option whenever you mark a deal as lost from the detailed view.
About this Pipedrive tutorial
Easily track deal losses in Pipedrive by creating custom lost reasons through your company settings and selecting them from detailed views. This guide shows how to add Lost Reason In Pipedrive in 9 steps, starting with "Click on the profile button at the top right corner" and finishing with "You will find your new reason listed as an option". The interactive demo above is a click-through copy of the real Pipedrive interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add Lost Reason In Pipedrive?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Pipedrive data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Pipedrive. Related guides: How To Add Or Remove Field In Pipedrive, How To Add Products In Pipedrive and How To Add Two Contacts To One Deal Pipedrive. Last reviewed 05 Oct 2026.
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