Manage Reasons for Lost Business

When an event is marked as lost, you are required to select from a list of reasons why the business was lost. These reasons are added in the Sys Admin section of your account. 

1. Click on your name in the upper left corner and select System Admin to access the Admin console.
2. Click event Events in the left sidebar and select the Booking tab.
3. Click Reasons for Loss.
4. Click the edit pencil icon.
5. Make any changes and adjustments that are needed:
   • Click into an existing reason's name field to edit it.
     The reason name will not update on events already marked as lost. If you have a report which filters by reason for loss, both the original and the updated reason will appear in the filtering list.
   • Click the delete remove icon to remove a reason.
     Existing lost events will not be affected.
   • Click + Add Reason for Loss to add a line for a new reason.
     Note: a name is required for every line. If you decide that you don't need a new line, click its delete remove icon.
6. When you are done making changes, click Save.
7. If you would like to change the order of the reasons, click the sort sort icon.
8. Click the icon by a reason and drag it to its new place.
9. Click Save.