How to Get Lost Reasons for Archived Leads in Pipedrive

If you’re using the Leads Inbox in Pipedrive, you know that there is no place to enter a Lost Reason when you archive a Lead. In this video, I show you how to create a custom field specifically for leads, allowing you to categorize and report on the reasons for archiving. This customization provides valuable insights and helps maintain a structured approach to managing archived leads.
0:23 - How to use a Custom Field for lost reasons on Leads
1:00 - Viewing and update Leads in the list view
1:29 - Create a Leads Report in Insights
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[@EtiennePortier]

Hi, can you do a video on how to put a reason of the lost of a lead in an automation please ?

[@opsdesigned]

Do you mean how to automatically update a Lead with a lost reason? To do this you'd just select your Trigger and then select an Action and in the Action step choose to to "Update lead fields"

[@EtiennePortier]

@@opsdesigned Not exactly, I've created an automation with a condition that if the company has less than 10 customers, an email is sent and the Lead is Lost. I manage to "Update lead fields" and select "Lost Reason" however I am not able to finish and to put the lost reason I want.

[@opsdesigned]

@@EtiennePortier I don't think I'm fully understanding what you've got built. Leads can't technically be lost (only archived), so if you're updating a Lead "Lost Reason" my assumption is that's a custom field. If it's a single-option field, you should be able to select the option you want in your "Action - Update lead fields" workflow automation step. If that's still not getting you where you need to be, I'd be happy to troubleshoot with you on a call calendly.com/lizpeterson/pdsupport30