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Set up lost reasons

Define the reasons clients end their relationship with your firm, helping you identify areas for improvement.

Use the

Lost Reasons setup

screen to enter factors that result in clients terminating their business relationship with 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.

To set up lost reasons, follow these steps.

Go to

Setup
Client Retention Descriptions
Lost Reasons

.

On the

Lost Reasons setup

screen, select Add
.

Enter a reason in the Description
field. An example might be “Cost.”

Select Enter
to save the lost reason.

The lost reasons that you enter on this screen can be selected in the Lost reason
field on the Main
tab of the

Clients setup

screen.