We aren’t just here to help you increase win rates, we’re also dedicated to improving your sales and marketing ROI across the board. And you can’t do that without constantly asking questions about the entire customer lifecycle as it relates to your company’s deals: Where are your deals coming from? And if they don’t work out, why not?
Deals are lost for many different reasons, so we’ve made Lost Reasons totally customizable.
Navigate to Home Feed and click on "Lost deal reason" under "Create or Edit or Set" section.
Click on "Add new reason".
Enter the reason behind your deal loss.
Click on "Save".
Your lost deal reason is saved successfully.