Create closing reasons to analyze won and lost deals.
You use closing reasons in the final phase of your funnel.
This lets you record why a deal is won or lost.
Closing reasons only work in a lead phase with the type Closing phase.
Go to Settings.
Open CRM or search for Closing reasons.
Open the overview.
Click Add.
Use a unique Code.
Enter a clear Description.
The closing reason is now available in your closing phase.
Win
Loss
Competitor
Check whether the lead is in a Closing phase.
Yes. You can always expand the list.
No. Keep the list practical and easy to manage.
Set up lead phases
Work with customers and leads in CRM+
Use the CRM overview page
Last updated 3 months ago
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