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Adding Loss Reasons

Autosoft -

You can establish loss reasons in the Sales setup. The loss reasons you create here can be used when marking a sale lost. 

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Loss Reasons from the Sales options menu. The Loss Reasons screen will open.

Step 4. Click the New Loss Reason button in the upper-right corner of the screen.

Step 5. The Add Loss Reasons pop-up will open. Enter a name for the loss reason in the Reason Name field.

Step 6. If you want to add another reason, click the blue + button. A second field will open. You can repeat this process until you've created all the necessary reason. 

If you need to remove any reasons in the pop-up, click the gray - button

Step 7. Click the Add Loss Reasons button at the lower-right corner of the pop-up. The new reason will appear in the Loss Reasons list. Its Status toggle will be set to Active (signified by a blue background). Do not change this setting. 

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