Setting up lost to items

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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.

  1. Choose Setup > Client Retention Descriptions > Lost To.
  2. On the Lost To setup screen, click the Add button.
  3. Enter a competitor or other entity in the Description field. Examples might be "Online tax applications," or the name of a competing firm.
  4. Click Enter to save the item.

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