Folk

Folk is a flexible CRM designed for teams to manage contacts, track communication, and collaborate seamlessly.

Website

folk.app

Industry

CRM

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How to group pipeline by lost reason in Folk

Here is how to group pipeline by lost reason in folk

First, click the "Pipeline" option in the left sidebar under the group where you want to group by lost reason
Then click on the "Group by" button in the header
Finally select "Lost reason" from the dropdown menu in the header

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Why should you group pipeline by lost reason in Folk

Folk is a dynamic tool designed to streamline team collaboration and customer relationship management.

The feature to group pipelines by lost reason in Folk allows you to categorize deals that didn't close successfully. By organizing these, you gain insights into recurring patterns and obstacles your business might face.

Understanding lost reasons helps teams refine strategies, optimizing future efforts for better success rates and improved outcomes. Leveraging this feature will empower data-driven decision-making and elevate business processes.

Last update

August 17, 2026

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