We’ve added a new “Lost Reason” field to the ESM Proposals module to help users track and understand why proposals are being lost.
This improvement brings consistency between proposals and opportunities, enabling better reporting and follow-up strategies based on the reasons behind lost deals.

How it Works:

When a user sets the Proposal Status to Lost, the Lost Reason dropdown becomes visible. Users can then select a reason from the predefined list before saving.

After saving, the selected Lost Reason will appear directly under the Proposal Status in the View Proposal screen. The field remains editable, allowing updates if circumstances change.

Locating the Field:

1. Click on the Actions button at the top panel

2. Under ESM section select View ESM Proposals

3. Click Edit Proposal Status.

4. Choose Lost from the status options.

5. A new dropdown field labeled Lost Reason will appear automatically.

Screenshots