Manage Reasons

Reasons are utilized to identify the WHY behind a deal being lost, abandoned, or won. When marking a deal as lost, abandoned, or won, the workspace member will be prompted to select one option to specify the reason.

1. Click on "Lead"

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2. Click on the tree dots ...

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3. Click on "Manage Reasons"

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4. Select one of the 3 type of actions

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5. Click on "Add New Reason"

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6. Write the reason and click on "Create Reason"

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The reasons will be prompted when a member clicks on a deal and marks it as lost, abandoned, or won.

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