> 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/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-razoes-de-fecho.md).

# Definir razões de fecho

Você usa motivos de fecho na fase final do seu funil.

Isto permite-lhe registar por que um negócio é ganho ou perdido.

{% hint style="warning" %}
Os motivos de fecho só funcionam numa fase de lead com o tipo **fase de encerramento**.
{% endhint %}

### Criar um motivo de fecho

{% stepper %}
{% step %}

### Abrir as Configurações do CRM

Vá para **Configurações**.

Abrir **CRM** ou procure por **Motivos de fecho**.
{% endstep %}

{% step %}

### Adicionar um motivo de fecho

Abra a Visão geral.

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

{% step %}

### Preencha o motivo

Use um único **Código**.

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

{% step %}

### Salvar

O motivo de fecho está agora disponível na sua fase de fecho.
{% endstep %}
{% endstepper %}

### Motivos de fecho comuns

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

### Perguntas frequentes

<details>

<summary>Porque é que não vejo os meus motivos de fecho?</summary>

Verifique se o lead está numa **fase de encerramento**.

</details>

<details>

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

Sim. Pode sempre expandir a lista.

</details>

<details>

<summary>Existe um limite?</summary>

Não. Mantenha a lista prática e fácil de gerir.

</details>

### Artigos relacionados

* [Configurar fases de leads](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-fases-de-lead.md)
* [Trabalhar com clientes e leads no CRM+](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/trabalhar-com-clientes-e-leads-no-crm+.md)
* [Usar a página de Visão geral do CRM](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/usar-a-pagina-de-visao-geral-do-crm.md)


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