> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/configurar-razao-de-fecho.md).

# Configurar Razão de fecho

Criar Razão de fecho para analisar oportunidades ganhas e perdidas.

As Razão de fecho usam-se na fase final do funil.

Isto permite registar por que motivo uma oportunidade é ganha ou perdida.

{% hint style="warning" %}
As Razão de fecho só funcionam numa Fase da Lead com o Tipo **fase de fecho**.
{% endhint %}

### Criar Passos para saída

{% stepper %}
{% step %}

### Abrir Definições do CRM

Ir para **Definições**.

Abrir **CRM** ou procurar por **Razão de fecho**.
{% endstep %}

{% step %}

### Adicionar Passos para saída

Abrir a Visão Geral.

Clicar em **Adicionar**.
{% endstep %}

{% step %}

### Preencher o motivo

Utilize um único **Código**.

Introduza um claro **Descrição**.
{% endstep %}

{% step %}

### Guardar

Passos para saída já se encontra Disponível na sua fase de fecho.
{% endstep %}
{% endstepper %}

### Razão de fecho mais comuns

* **Ganho**
* **Perda**
* **Concorrente**

### Perguntas frequentes

<details>

<summary>Porque é que as minhas Razão de fecho não aparecem?</summary>

Verificar se a lead está numa **fase de fecho**.

</details>

<details>

<summary>Posso adicionar mais Razão de fecho mais tarde?</summary>

Sim. É sempre possível expandir a lista.

</details>

<details>

<summary>Há um limite?</summary>

Não. A lista deve manter-se prática e fácil de gerir.

</details>

### Artigos relacionados

* [Configurar Fases da lead](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/configurar-fases-da-lead.md)
* [Trabalhar com Clientes e leads no CRM Plus](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/trabalhar-com-clientes-e-leads-no-crm-plus.md)
* [Usar a página de Visão Geral do CRM](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/usar-a-pagina-da-visao-geral-do-crm.md)


---

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