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Flagging a Loss Reason as Inactive

Autosoft -

Once you create a loss reason, you can't delete it. You can, however, flag it as "Inactive" so it won't show up as an option when marking a deal as 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. Locate the loss reason you want to mark as inactive. Click the Status toggle to the right of the loss reason to mark it as inactive. The toggle's background will change from blue to gray, and the label will change from "Active" to "Inactive."

Note:  To reactivate an inactive loss reason, simply click this toggle to change the status from "Inactive" to "Active."

Step 5. Click Save to save any changes. The list will not display inactive loss reasons unless you click the Show Inactive toggle in the lower-right corner of the screen.


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