How to show the lost reason field in the pipeline in Folk
Here is how to show the lost reason field in the pipeline in folk
- First click on the "Pipeline" item in the left sidebar under the group where you want to show the "Lost reason" field
- Then click on the "View" button in the top menu
- In the dropdown menu, scroll down to view more options
- Finally click on the "View" icon next to the "Lost reason" field
Why should you show the lost reason field in the pipeline in Folk
Folk is a streamlined tool designed to enhance team collaboration and communication.
One valuable feature in Folk is the ability to display the "lost reason" field in the pipeline, which offers insights into why certain opportunities weren't successful.
Having this field visible promotes transparency within your team, informing future strategies and helping to refine your approach.
Understanding lost reasons empowers your team to make informed decisions, ultimately driving growth and improving team cohesion.
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