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Franchise Development Setup

Lost reasons

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The list a lost deal must be closed with, how to change it, and why it should stay short.

Last updated September 7, 2026


Every deal closed as lost carries one reason from this list. Lost reasons in Development Settings is where a Manage user edits it. The list is seeded the first time it is read with the reasons franchise sales are most commonly lost for.

The default list

  • Unresponsive
  • Not interested
  • Financial qualification
  • Financing unavailable
  • Territory unavailable
  • Chose another brand
  • Timing
  • Bad contact information
  • Declined by committee

Adding, renaming and removing

  1. Click the plus button to add a reason, or the pencil to rename one.
  2. The bin removes a reason after a confirmation. It cannot be undone from here, but deals already closed with that reason keep their history and still report why they were lost.
KEEP IT SHORT
A list of eight to ten reasons gets used consistently. A list of thirty gets "Other". If two reasons mean the same thing to your team, merge them.
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