Hi Joseph,
Thanks for raising this on the community; it’s a great question! You could achieve this in two ways: by displaying loss types on the Leads dashboard or by using the Leads list.
Displaying loss types on the leads dashboard
One approach is to include loss types directly on your leads dashboard. This way, you can quickly spot any lost leads at a glance. To set this up, navigate to the leads section and click on Settings & Tools → Lead Status Settings. Within this section, choose a lead status that corresponds to a loss type and click the pencil icon to edit it. You’ll find an option to “Show on Leads Dashboard”. However, keep in mind that as your list of leads grows, this method might become less efficient, especially when scrolling through a long list. In such cases, the Leads list could be a more suitable option.
Utilising the leads list
Navigating to the Leads section in Breww, you can access the View menu and select Leads list. This will present you with a list of all of your leads, which can be quickly filtered. To specifically view lost leads, you can use the BrewwQL bar. Simply enter the query Lead_data.lead_status.loss_type = True into the BrewwQL bar. This will provide you with a refined list containing only those leads associated with a loss type.
I hope this helps, but if you have any questions, please let us know, and if there any CRM features you would like to see added, please feel free to raise a feature request, and we will be happy to review them for you.