Customising lost reasons

Customising lost reasons

When marking an enquiry as lost, you have to choose a reason for it from a drop-down menu. The items in this menu can be customised in settings.
  1. Go In the top right, click on  > Global settings.
  2. Click on eyenquiries in the sidebar.
  3. Click on the Lost Reason tab under Enquiries & Registration.

Creating a new item

  1. Click on the  button in the top right.
  2. Type in the name of the reason.
  3. Click Update.
  4. Clicking Reset will return the item to what it was before (in this case, blank) as long as you haven’t already updated it.

Editing an reason

  1. Click on the  icon to edit a reason. 
  2. Delete the current lost reason under Name and type in a new one.
  3. Click Update. 
  4. Clicking Reset will return the reason to what it was before, as long as you haven’t already updated it.

Deleting a reason

Click the  next to a reason to delete it.