This article applies to:

Set up lost to items

Record the competitors or entities that your former clients move to after leaving your firm, helping you identify areas for improvement.

Use the

Lost To setup

screen to enter competitors or other entities to whom your former clients go after leaving your firm.

Tracking this information enables your firm to identify areas where improvements can be made.

note

This screen is available only if you are licensed for the Client Management module.

The items that you enter on this screen can be selected in the Lost to
field on the Main
tab of the

Clients setup

screen. To set up items for the Lost to
field, follow these steps.

Go to

Setup
Client Retention Descriptions
Lost To

.

On the

Lost To setup

screen, select Add
.

Enter a competitor or other entity in the Description
field. Examples might be “Online tax applications,” or the name of a competing firm.

Select Enter
to save the item.