Set up your loss reasons
When you close an opportunity as lost, the pipeline asks Why was it lost?. You define the reasons on that list here, tailored to your business. It opens in Settings → Loss reasons.
Before you start
Section titled “Before you start”The seven that come with it
Section titled “The seven that come with it”The catalog is born with seven preloaded reasons —Price, Went with a competitor, Stopped responding, No budget, Bad timing, Duplicate and Other reason— so you can close opportunities from day one.
Add and edit your own
Section titled “Add and edit your own”New reason opens the drawer where you give it a Name (Spanish) (and Name (English) if you work bilingually). It shows up at the end of the list. To fix the wording of any of them —yours or the system’s— use Edit. The ↑ ↓ arrows on each row set the order your team sees them in when closing.
Archive vs. delete
Section titled “Archive vs. delete”- Archiving takes the reason out of the closing dialog, but the opportunities that already had it still show it on their record, in their history and in the report. You can unarchive it whenever you want.
- Delete only shows up on your own reasons that no opportunity has used. The preloaded ones and the ones already used aren’t deleted: they’re archived, so every loss keeps its name.
Where they show up
Section titled “Where they show up”The active (non-archived) reasons are what your team sees in the Why was it lost? dialog when they drop an opportunity into the pipeline’s Lost zone or tap Lose on its record. The loss report groups them under the name you gave them —archived ones too—, so you know where your deals fall through.