Alert Marketing why the Deal was lost
When a deal stage changes to closed lost, a task will automatically be created for the owner associated with that deal to update the reason it was lost.
To complete this task, please perform the following steps:
1) Go to the associated deal's main profile
2) On the left side under the "About this deal" section, look for and select the "Reason Deal Was Lost (Sales)" dropdown property.
3) Choose one of the listed deal lost reasons available
4) If you forget to complete this task and do not choose a reason, a reminder email will go out to the deal owner in 2 business days to do so.
Future Deal Opportunity = No
Marketing will then create a series of emails to see if we can nurture the lead back to the sales contact owner.
Deal Conclusion = Deal Lost
Include in a Note on the Deal as much information as possible about why the deal was lost. Depending on how the lead was nurtured with the sales team, marketing will determine the length of the nature campaign.
A lost deal should not be sent to marketing if there is a commitment from the client to work with the team at a later date. Marketing would not want to disrupt the sales team member from continuing that relationship. Instead, the contact should be added to the Spotlight email list to receive the monthly communication.