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How Do I Record What Stage a Booking Was in When It Was Lost?
How Do I Record What Stage a Booking Was in When It Was Lost?
Updated over a week ago

Related Questions:

  • Is there a way when we lose a lead that it shows at which stage the lead was at when it was lost?

  • When a booking is mark at lost, does the stage it was in get recorded somewhere?

Answer:

When a Booking Status is changed to Lost it does not automatically move Stages in Event Temple but you can choose to Archive it which will keep it in the Stage it is currently in.

If you manually change the Stage after marking a Booking as Lost you will need to record the Stage in either a Custom Field or the Notes tab if you would like to reference the Stage information in the future.

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