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(Legacy CRM) Lost Opportunities Report
Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

By utilizing this report, you will be able to pull all leads and children who have been moved to this Archive status, and figure out the specific reasons why. In this report, you will also have data on why you’re losing business, where in the sales cycle you are losing the leads, who you are losing business to, and comments associated with those losses. You can filter your report based on when the opportunity was added, when they were moved to the status, and any of the filtering your organization chooses.

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