OPERATIONAL RULES

"Unknown" Is a Valid Lost Reason

When the reason an opportunity was lost is not known, Unknown must be recorded. This is not a failure of process - it is the correct response to genuine uncertainty. Recording a guessed reason as though it were fact corrupts the data. Recording Unknown preserves integrity and allows for refinement later when evidence becomes available.

Observance of the Rule

Violation of the Rule

SALESPERSON

Execution

SALES MANAGER

Execution